The Schwinck Private
Wealth Team
A welcome message from Karl
"Our team is here to serve our clients every day by striving to simplify their lives and address what matters most to them and their families."
Karl Schwinck, MBA
Managing Wealth Advisor
Our clients are like family
"Our clients are like extended family to us. We sincerely appreciate the opportunity to serve those who place their trust in us."
John McCloskey
Senior Wealth Advisor
Karl Schwinck, MBA
Managing Wealth Advisor
John McCloskey
Senior Wealth Advisor
Cade Hammarquist
Wealth Advisor
Sandy Martin
Private Wealth Client Associate
Tiffany Shorkey
Private Wealth Marketing Associate
Wealth Management Reimagined
At Ashton Thomas, we think differently about wealth management, challenging the status quo and constantly pushing for reinvention.
We believe success is not an entitlement. It has to be earned every day. We believe we are at our best when we are creating enduring relationships and personal connections, as well as providing insightful financial guidance.
The result? A life lived in greater alignment with your goals and dreams. This creates opportunity for more than you considered possible.
If it leads to you telling others about the Ashton Thomas story, then we consider that the highest compliment.
Ashton Thomas Footprint
Ashton Thomas Private Wealth is headquartered in Scottsdale, Arizona, and has office locations throughout the continental U.S.
Culture and Collaboration Define Us
Community, Respect, Excellence, Discipline, and Opportunity guide the actions of our team as they deliver solutions and services in support of each client’s Ideal Financial Life. We succeed by creating an experience that comes to life in large part because of how we treat our employees, how we support our advisors, how we serve our clients, and how we give back to our communities. We bring people, ideas, and solutions together to help your wealth and life work in harmony.
The Power of Collective Insight
What sets Ashton Thomas apart is our unwavering commitment to excellence in service, thought leadership, and innovation. Each client works directly with their Wealth Advisor, who takes the time to get to know you and what your Ideal Financial Life looks like. As needs arise and as your plan evolves, your advisor team involves specialists in various disciplines to provide you with ideas and solutions which go beyond the capabilities of any individual financial professional.
* Services provided by third-party entities not affiliated
with Ashton Thomas Private Wealth
The Private Client Experience
We understand relationships are built, not transacted. When selecting a wealth management firm, you make choices that can impact your wealth and life today, and impact generations to come. We recognize that and understand the weight of your decision.
Your Wealth Blueprint
At a root level, financial planning is a response to fundamental human needs. At its apex, true financial planning can introduce you to fresh perspectives and ideas, redefining the vision of what your Ideal Financial Life could be like. The smallest details can lead to important discoveries. Being allowed to “color outside the lines” illuminates fresh thinking. Inspiration can turn into positive change. Your Wealth Blueprint is a dynamic plan that strives to anticipate, respond to, and adapt to changes in your life and the world around you.
Your Portfolio Blueprint
As with your Wealth Blueprint, no two Portfolio Blueprints are exactly alike. We employ the latest technology and critical thinking to provide you with focused solutions. Regular market updates, 24/7 access to your portfolio, and a platform which has been recognized as an industry leader1 ensure you stay connected to your money as it works for you.
1 https://www.wealthmanagement.com/wealthies-circle/2022-companies/amplify-technology-llc/
Once we have a clear understanding of what you want your money to achieve, we help identify the trade-offs you are willing to make and the resources necessary to help you live your Ideal Financial Life.
From there, we create your Wealth Blueprint to align your priorities and offer a consolidated view of your financial life.
Financial planning software often produces lengthy, complex reports which are difficult to digest. We use proprietary outputs to summarize your plan in a few pages, making it easy for you to understand and implement your personal vision.
Our consistent and continuous process is all about you: your views on financial risk and reward, setting family goals, and creating a roadmap that points you toward success.
Solutions Driven by Collaboration
Our experienced resources from across the financial services industry combine their knowledge and perspective to create focused outcomes for you.
Murray Smith, CFP®
Amy Kane, CFP®, CPA, CTFA, CDFA®
Sr. Director, Head of Family Dynamics and Private Wealth
Dan Ritter, CPA
Senior Private Client Tax Advisor
Mike Serio, CFA®, CAIA®, MBA
Chief Investment Strategist
Claudiu Barbos
Director of Investments and Trading
Brandon Cromer
Asst. Director of Investments and Trading
Deanna Tierney
Senior Private Client Banking Consultant
Erica Bloudek
Chief Operating Officer
Connect With Our Team
Connect With Our Team
Colorado Springs Office
1155 Kelly Johnson Blvd
Suite 111
Colorado Springs, CO 80920
Main: 719.247.9646
