Pauline Schwartz

Pauline Schwartz, CPWA® and Senior Vice President – Investments, is a dedicated financial professional committed to helping individuals, families, and business owners navigate complex financial decisions with clarity and confidence. As a Certified Private Wealth Advisor® (CPWA®), Pauline provides wealth management strategies tailored to high net worth clients, including investment management, tax optimization, estate planning strategies, and legacy planning.

With a client-centric approach, Pauline focuses on building long-term relationships grounded in trust, transparency, and personalized service. She works closely with each client to understand their unique goals and develops comprehensive financial strategies designed to preserve, grow and transition wealth across generations.

Her commitment to excellence and continued professional development help ensure clients receive sophisticated, forward-thinking advice in an ever-changing financial landscape.  Pauline is a member of Balustrade Financial Consulting Group, a collaborative advisory team.  Learn more about the Balustrade team at https://fa.wellsfargoadvisors.com/Balustrade-FCG/