Janette Schwendeman, MBA, CFP®

As the Founder of Serve Private Wealth, I bring over two decades of experience as a CERTIFIED FINANCIAL PLANNER® professional, guiding individuals, families, and business owners through the complexities of life, legacy, and wealth with clarity, strategy, and heart. My hallmark is a compassionate, serve-first approach that transforms financial planning into a deeply personal and empowering experience.

I intentionally designed Serve Private Wealth to be more than a financial firm—it is a valued, qualified professional partner for clients navigating life’s most pivotal transitions, including business exits, retirement, multi-generational wealth transfers, and philanthropic planning. As a fiduciary, I remain unwavering in my commitment to act in each client’s best interest. To stay competitive in today’s investment management industry, I integrate the most comprehensive technology solutions, ensuring clients benefit from forward-thinking strategies, real-time insights, and seamless planning experiences that align with their values and goals.

Before founding Serve Private Wealth, I held leadership roles at JPMorgan Chase, Wells Fargo, and later served as Managing Partner overseeing an independent advisory firm, where I guided hundreds of clients through major financial milestones. Today, I am passionate about serving a diverse range of clients—individuals, families, and business owners—who are seeking clarity, confidence, and purposeful strategies to invest, preserve, and transfer their wealth.

Beyond the business, I am a devoted wife and mother of three. I also founded Josie’s Silver Linings, a nonprofit created in honor of my daughter and dedicated to supporting families impacted by pediatric cancer. This advocacy reflects one of my deepest beliefs: true wealth is measured not only in numbers but in the lives we touch and the legacy we leave behind.

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^{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}