Building Successful Portfolios Since 1996
Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. We can offer you an array of personalized investment services, support, and guidance that can help make a positive difference as you pursue your financial goals.
Financial Advice
A combined 44 years of experience in the investment business paired with the never-ending pursuit of the newest products, business news, world events and continuing education ensures that the advice we give is well-rounded and built on a solid foundation of knowledge.
Investment Planning
Every single one of our clients benefits from ongoing investment planning that is carefully tailored to their own dynamic and ever-evolving financial goals and never a “one size fits all” approach.
Safe And Secure
In an increasingly electronic environment, Raymond James employs robust, cutting-edge protection for your accounts and information, in addition to FDIC and SIPC coverage.
Making an Impact in Northern Michigan
Over the years, we’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.
Resources
Knowledge is power, and here at Schweitzer Capital Group – we want to make sure you always have access to the information you need.
Big Dreams, Local Support
We offer personalized attention, the highest level of service with integrity, and the advocacy needed on your side of the table. Our rigorous process ensures a comprehensive plan.
- Assess
- Create
- Implement
- Manage
Our Team
We offer a team approach to financial planning, offering more expertise than you will likely find in any one person.
David Schweitzer, CFA
INVESTMENT REPRESENTATIVE
BRANCH MANAGER
Dave is a Chartered Financial Analyst (CFA) and has been in the investment business since 1984. He earned his bachelor’s degree in finance and economics from Lake Superior State University in Sault Ste. Marie and has owned and operated Schweitzer Capital Group since 1996.
Dave serves on the Cherryland Electric Cooperative Board of Directors and is a member of the CFA Institute. He is a native of Detroit and now lives in Traverse City with his wife, Debra. They have two adult daughters.
Megan Pegan-Naylor
CLIENT SERVICES MANAGER
REGISTERED ASSOCIATE
Meg is our Client Services Manager and holds Series 7 and 66 securities licenses, as well as Accident and Health Insurance, Life Insurance, Variable Annuities, and Michigan Real Estate Salesperson’s licenses.
She earned her Bachelor’s degree in Accounting from Ferris State University and worked as an accountant for 10 years before joining Schweitzer Capital Group in 2014. Meg was raised in Petoskey and now lives in Kingsley with her family.
The Right Choice
We send out newsletters and economic insight on different trends happening NOW.
Join our e-mail list to stay in the know.
Reach Us
Questions? Reach out! We would be happy to help.
818 Red Drive, Suite 230
Traverse City, MI
Leave A Message
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Schweitzer Capital Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
© 2021 Securities offered through Raymond James Financial Services, Inc., member Broker Check | FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use
Designed by The Digital Brand Lab