Welcome to Schmidt Wealth Management
Our Pledge To You
Specializing in consultative and comprehensive wealth
management for physicians, corporate executives and entrepreneurs, Jim Schmidt is a fee only registered investment advisor, RIA, Certified Public Accountant, CPA, Accredited Estate Planner, AEP®, independent financial advisor, financial planner, and investment advisor located in Fargo ND.
The cornerstone of our mission statement is to provide, on a highly professional and personal basis, those services that you need to work toward achieving your financial goals.
For over 30 years we have been helping retirees, business owners, and high net worth individuals make informed and effective decisions about their financial future. Each relationship begins by defining individual financial goals and retirement objectives. Then consideration is given to safety, return, taxes and inflation before selection of the appropriate asset allocation and investments are made. Periodic reviews keep clients on track through the changing environment we live in.
Being independent and working on a fee-only basis, our recommendations are not influenced directly or indirectly by the agenda of any large investment corporation. Your personal CPA and attorney are kept informed of any pertinent items that they should be aware of. To stay on top of changing tax and investment issues, we participate in over forty hours of continuing education courses each year.