Noah Schwartz, CFP®
Noah Schwartz, CFP®, is a Managing Partner at Magnolia Private Wealth, leading the firm's planning efforts. With over two decades of experience, Noah has built a distinguished reputation for helping clients confidently navigate their financial journeys and achieve exceptional financial outcomes aligned with their priorities and ambitions.
Biography
Noah graduated from the Smith School of Business at the University of Maryland and began his career at Salomon Smith Barney before being recruited to UBS. He earned the CERTIFIED FINANCIAL PLANNER™ designation early and has since developed expertise in advanced planning topics at the intersection of tax strategy, estate considerations, and investment design, combined with deep knowledge of both public and private markets. Recognized for making complex strategies clear and actionable, he also emphasizes the emotional side of financial decisions, helping clients navigate pivotal moments with clarity and confidence. At Magnolia, Noah serves as the quarterback of each client’s financial circle, aligning portfolios, planning, and advisors to achieve lasting success.
Practice Areas
Mr. Schwartz is distinguished by his ability to translate market insights into actionable growth strategies. He specializes in:
- Strategic Planning
- Financial Analysis
- Tax-Aware Planning
Insights from Our Team.
