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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Location

Raleigh Office:

4325 Lake Boone Trail, Suite 225
Raleigh NC 27607
919-948-1835

St. Augustine Office:

3940 Lewis Speedway, Suite 2201. St. Augustine, FL 32084

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Important Disclosure

2A 2B Disclosure

SPWM Form CRS

Eric Schrum is a representative of Schrum Private Wealth Management, LLC, a federally registered investment adviser offering advisory services. Registration does not imply a certain level of skill or training. In no event shall Schrum Private Wealth Management have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Eric Schrum, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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