47
Growth Score
pts
Heat Score
-13 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2949481
Schmitt Wealth Advisers offers financial planning, investment management, and wealth management for families and individuals.
About the Company
Schmitt Wealth Advisers specializes in financial planning, investment management, and wealth management services for families and individuals in the Greater Cincinnati area. With over 28 years of experience, the firm focuses on helping clients achieve retirement success through comprehensive planning, starting with the client's vision and
dreams. Certified Financial Planner Peter Schmitt leads the team, offering expertise in retirement planning and investment management for high net worth families. As a fiduciary, Schmitt Wealth Advisers prioritizes clients' interests, aiming to provide clear guidance and strategies for navigating financial benefits and market fluctuations.
