Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Cletus Schwegman III

Account Vice President

Financial Advisor

Clete works with a select group of families and businesses in developing strategies to manage their wealth. The services are aligned with the interests of his clients and allow the strategies to go beyond the single dimension of investments. Whether looking for aggressive growth or hoping to retire early, saving for a major purchase or making sure your children's education is paid for, He will employ a host of tools to ultimately achieve your financial goals. He  draws upon a broad array of solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals to help you create, build and protect your wealth.

Clete can provide you access to a proven process with a suite of robust tools to help ensure that your unique needs are understood, and build on that foundation over time. He works with businesses and individuals through every step of their financial life cycle and works with his clients to develop a total wealth management experience, focusing on in-depth financial solutions and a relationship that is built on trust.

Clete is a graduate of Saint Joseph's University with a bachelor of science in Business Administration. He currently resides in Longport, New Jersey with his wife, Nicole and their three children.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA


  • Bachelor of Science in Business Administration, Saint Joseph's University
1337 Tilton Road
Northfield, NJ 08225
  • (609) 677-2290

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