The Schwarz Group - RBC Wealth Management - Beverly Hills, CA
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The Schwarz Group
Donald L Schwarz
Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
Steven Tomingas, CFA
Senior Vice President - Financial Advisor
Jeffrey Horn
Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
Stephanie Hunter
Registered Client Associate
9665 Wilshire Boulevard, 3rd Floor
Beverly Hills, CA 90212
Map & Directions

Phone: (310) 205-7784
Toll Free: (866) 818-1339
Fax: (310) 205-7782

There’s Wealth in Our Approach.™

Enjoy the Benefits of Paperless Delivery

Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits:

  • Receive documents sooner
  • Streamline your recordkeeping
  • Conserve natural resources
  • Access your information anywhere

Next time you sign in to your account click on the Go Paperless! / Suppress Mailings link in the Online Documents section of the homepage to get started.  Please contact us if you have questions, or call 1-800-933-9946 for technical assistance.


Value Statement
To provide personalized investment strategies consistent with the risk tolerances, life goals, and long-term objectives of our clients.
 

 
Our Vision
At The Schwarz Group at RBC Wealth Management we recognize that no two investors are alike. That is why we consult one-on-one with our clients — so that we may evaluate and understand their unique circumstances, goals, and aspirations. The result is a personalized investment portfolio designed specifically to meet each client’s needs. Every Schwarz Group team member combines experience, knowledge, and dedication with the extensive breadth of services offered by RBC Wealth Management to build strong client relationships.


Let's Take the Next Step Together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.


Contact Us


Donald L Schwarz is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, FL, GA, IL, KY, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, PA, TX, VA, WA, WI

Steven Tomingas is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, HI, ID, IL, MD, MN, NE, NJ, NV, NY, OR, SC, TX

Jeffrey Horn is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, FL, GA, IL, KY, MA, MD, MI, MO, NJ, NM, NV, NY, OH, PA, RI, TX, VA, WA, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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