Why Schrum Private Wealth Management?

All Financial Advisors are not the same.

 

 

 

CFP® Professional

Eric is a CFP® certificant. The gold standard in Financial Planning.

 

Fiduciary

We are legally obligated to work in your best Interest. Yes, really.

 

Commission Free

As a fee-only advisor you know what you pay. No commissions, no hidden fees.

What We Do

 

Investment Management 

 

Tax Minimization  

 

Retirement Income Planning

 

Biblically Responsible Investing

 

Tithing & Charitable Planning

 

Insurance Planning

As Seen In

Our Team

Eric | Certified Planner | Schrum Private Wealth Management

Eric Schrum CFP®

eric@schrumpw.com
919-948-1835

Greetings! After working for a big Wall Street Firm, Eric joined Schrum Private Wealth Management in 2017 and embarked on a mission to provide Christian believers with the top retirement planning and investment management available.

When Eric isn’t helping his clients achieve what is most important to them through planning and investing, you can find him with his wife Scuba Diving, Traveling, Reading, surfing, and trying to eat healthy (If it weren’t for Cookout milkshakes!)

Eric is a CFP® Certificant, a Dave Ramsey Trusted Advisor, and a member of Kingdom Advisors. Eric has been featured in The Faith Driven Advisor, The Affluent Investor, is the President Elect for The Rotary Club of the Capital City, a member of The Summit Church in Raleigh, and hosts the popular podcast “The Christian Retirement Show.”

Get your free assessment from Eric

Our Step-by-Step Process

 

1. Schedule 15-minute phone call

Step one is a 15-minute phone call to ensure your situation and our expertise are a good fit.

We are experts on helping Christian’s plan and invest for retirement.

 

2. Discovery Meeting

Step two is a 1 hour meeting where we discuss what is most important to you, your goals, and concerns when is comes to your money and future plans.

This is our chance to understand where you are, where you want to be, and the gaps for getting there.

 

3. The Big Reveal!

Once our team completes your assessment we will share a clear and concise plan outlining our findings and recommendations for achieving what is most important to you. 

 

4. Sabbath

Just as God calls his people to rest, we want you to take at least 24 hours to come to a decision on if we are the right advisors for you. 

We are looking for long-term client relationships. This means no pushy sales tactics. When we decide we would like to mutually work together we will transition you to our client on-boarding process. Welcome to the family!

Schedule Your Call

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