Building Your Financial Freedom

Who We Are

Structured Wealth Management was founded to serve couples and families in their pursuit of financial independence.  Our team works with each client to help them create personalized and sound financial plans based on their unique needs.

At Structured Wealth Management, we strive to help retirees and pre-retirees achieve the lifestyle they deserve and have worked so hard for. Together, we’ll explore how we can help optimize your income, assets, tax strategies, and more so that you can live the life you’ve always dreamed of.

Our Mission

Our core values guide everything we do. We give you the confidence to spend YOUR money and retire when YOU want.

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Our Core Values

Clients First

The clients’ interest comes first – Always

Build Trust

Doing the right thing for you every time

Strive for Excellence

Our Team is never satisfied with the status quo

Create Financial Freedom

We create a plan for you to live your best life

Family Focused

Protect what is most important to you

Structured Wealth Management

Helping You Protect What Matters Most!

Your Structured Plan Needs A Structured Team

Meet The Team

Brian Schmitz

Partner, Financial Advisor

Thomas Rogers

Partner, Financial Advisor

Chris Wilson

Investment Advisor Representative

Paul Manol

Investment Advisor Representative

Janet White

Client Services Coordinator

Brooke Schmitz

Marketing and Event Coordinator

Nathan Reiter

Enrolled IRS Agent, Director of Taxation

Melissa Terry

Client Services Coordinator

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