Charles Schmitz    
Arlington Heights, IL    
Phone: 847-392-9268    
Heritage Partners: Making Trusted Financial Advice A Tradition









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Charles Schmitz

Easy To Work With

Happy To Explain

Trusted Financial Advice


Our business is based on referrals from existing clients and on long-term trusting relationships.

Value

After you, no one cares more about protecting and growing your money than we do.

That's why we have developed defined processes to:
  • Provide a comprehensive plan to identify balance, risk, and provide a blueprint for the future.
  • Identify investments for your money that suit your needs and personality (what I'd do if I were in your shoes).
  • Provide unbiased investment selection which helps you to "know what to buy and when to sell".

When you work with us, you have someone who cares and stays around to help.

Our Vision

Trusted financial advice with an emphasis on protecting your money while providing growth.



Specializing In Retirement Planning


  • Planning For Retirement
  • Decisions At Retirement
  • Living On Your Investments
  • Providing A Legacy
  • Freedom & Independence In Retirement

Small Businesses:
  • Retirement Plans For Small Business Owners and Their Employees


The contents of this website are intended for residents of Illinois. They do not constitute a solicitation to purchase or sell securities in other states.

Heritage Partners, Arlington Heights, IL Phone 847-392-9268

Securities and advisory services offered through Waterstone Financial Group, Member NASD-SIPC, 500 Park Blvd., Suite 800, Itasca, IL 60143, 630-250-7000.
Heritage Partners and Waterstone Financial Group are independently owned and operated

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