661-861-9791 • 661-861-9795 FAX
5401 Business Park South, STE 223
Bakersfield, CA 93309
Design and Build Lasting Situations of Wealth  

Your narrative—the story that describes the life of wealth you'll live, will reach across generations and provide opportunities for lives you'll never know. It will also be absolutely different than any other client we serve.

As your professional advisors, we will help you understand and believe how achievable a quality narrative of wealth can be. We help you answer the question: “How would you like your financial world structured so that you can live your narrative of wealth?”

The ultimate situation of wealth is one that allows you to live within your narrative now and in the future; without compromise.

Your narrative of wealth is the story of your life and success

If you don't consciously know what you're building wealth for—if you don't have a story of what your life should be, then you can't tell if you've hit the mark.

When you don't know the narrative you want to live, you won't know to create the situations that will get you there. Experiencing a truly wealthy life is knowing that you're achieving the narrative you desire and enjoying in the way you want.
An uncommon understanding of what it means to be wealthy

A life of wealth is made by every moment of wealth you experience. Your life’s events become moments of wealth when they match up with your narrative of wealth.

As your advisors, we can't guarantee that you will live your moments well, but we can help you build situations that help you fully experience your narrative.






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©2010 Jeffrey M. Schwartz, All Rights Reserved

Jeffrey Schwartz is a Registered Representative of and offers securities products and services through Park Avenue Securities LLC (PAS), 1550 W. Colorado Blvd., Pasadena, CA 91105 (323) 255-8800. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Pacific Advisors, Inc and. Guardian / Executive Benefits Insurance and Financial Services is not an affiliate or subsidiary of PAS or Guardian. Insurance Products offered through Pacific Regional Insurance Services, a DBA of Pacific Advisors, Inc. Pacific Advisors, Inc. is not an independent registered investment advisor.
Jeffrey Schwartz is licensed to sell insurance in the states of California, Washington, Arizona, Florida, and Oklahoma. California Insurance License No. 0647683

Jeffrey Schwartz is licensed to sell insurance in the states of California, Oregon, Arizona, Colorado, and Pennsylvania.  Jeffrey Schwartz is licensed for securities in California, Oregon, Washington, Arizona, and Florida.  

California Insurance License No. 0647683.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult
with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

PAS is a member of FINRA/SIPC.

The Registered Representative is securities licensed in Arizona, California, Florida, and Washington and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in the Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
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