Todd Schwartz


Todd M. Schwartz, CFP®, AIF®

Founding Partner

Todd is a Founding Partner of Legacy Private Wealth Partners with more than 25 years of experience in investment management, financial planning, and mentoring financial advisors. Todd is motivated to help families achieve their personal and financial goals using risk management tools and techniques.

Todd earned an undergraduate degree in accounting from the University of Colorado Boulder. A life-long learner, he has taken executive education through the University of Pennsylvania Wharton School of Business and Stanford Graduate School of Business. Throughout his career, he has earned multiple credentials and certifications, including Certified Financial Planner®, Accredited Investment Fiduciary (AIF®), Chartered Accredited Alternative Investment Advisor, Certified Estate Planner, and various industry licenses.

In his free time, you can find Todd on the volleyball court, skiing, hiking, visiting his family’s farm, cooking, reading, playing gin rummy, volunteering in his community and church, and sharing life with his children, family, and friends.

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