Schmitz Capital Partners
Tracy Lamond CFA-TLC Investment Management
4 Oak Forest Rd, Novato, CA 94949
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 415-381-9076
- Address:
- 655 Redwood Hwy Frontage Rd Ste 109 Mill Valley, CA 94941
- Categories
- Investment Advisory Service, Banks, Financial Planning Consultants, Financial Services
- Location
- Shelter Bay Office Complex
- Neighborhood
- Bayfront - Enchanted Knolls - Shelter Ridge
General Info
At Schmitz Capital Partners our focus is on the client. We strive to simplify and enhance the quality of our clients' lives through active portfolio management and highly customized financial advice tailored to each individual's unique needs. We are deeply committed to providing exceptional service and to forging genuine relationships established through mutual respect, compassion, trust and understanding. As a provider of comprehensive financial advice, our firm's objective is to build lasting, long-term relationships based on expert counsel, trust and quality service that exceeds expectations and helps our clients achieve their life goals.