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MEMBER PROFILE

 

Dennis Schwartz

The WealthCare Group of Raymond James

 

Member profile details

Membership level
Cleveland Sponsor
First name
Dennis
Last name
Schwartz
Title
Managing Director
Company
The WealthCare Group of Raymond James
XPX Chapter Email Lists
  • Cleveland News & Events
  • New York News & Events
  • Ohio News & Events
 

XPX ROLE

Chapter Sponsorship Type
Platinum
 

CONTACT INFORMATION

City
Beachwood
State
Ohio
 

PROFILE INFORMATION

Call me when
You are looking to grow your business or transition your business while aligning your business, financial, personal and legacy goals.
Profession
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Capital markets
  • Cash management
  • Charitable giving
  • Debt
  • Equity
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Private equity
Client Industry(ies)
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
Certified Exit Planning Advisor; Wealth Management Specialist; AIF
Transition Planning Certification or Methodology
CEPA
In Business Since
1993
How to contact
(216) 292-8829
Website
thewealthcaregroup.net
Advisor Resource Relationships
  • EPI
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