Curate your true wealth.
We are a team of innovative wealth advisors redefining the approach to wealth management and family office services for high-net-worth families and individuals.
Wealth is more than just money, it is a collection of value and meaning across many areas of your life.
We help you maximize your Four Capitals
We believe in designing a world for our clients that considers four important areas.
Personalized wealth advisor services
from big picture to the smallest detail.
Our personalized wealth management solutions are designed to protect your assets and maximize your legacy.Learn More
We don't just help you navigate markets; we help you navigate life. We build customized risk-return portfolios for each client so that it fits their unique needs.Learn More
Family Office Services
Our family office services are personalized for your individual needs. For families who have more than $20 million in net worth, we serve as your strategic personal advisor and work with you to clarify your goals, your family's goals, and help build your legacy.Learn More
We believe in putting your interests first.
Our goal is to understand your objectives, concerns, and dreams. What do you love? What drives you? How can your wealth offer more? We communicate and collaborate with you to build a personal long-term plan.
We are innovative thinkers and seek to provide strategies on how you can best achieve your lifetime aspirations. We counsel and discuss with you the short- and long-term impact of our recommendations. Our advice is based on our understanding of you and your family.
We engage and guide you through major life milestones – from working years, to retirement, to future generations. We help you manage your ongoing financial affairs, implement your decisions, coordinate with your other advisors, monitor progress, and make new recommendations across all Four Capitals as your life and wealth evolves.
We are a company driven by innovation.
What if you had a resourceful partner to help navigate the future? Our goal is to surround you with our best thinking, latest technologies, and operational efficiencies.Learn more about us
Insights and information to support your Four Capitals.Read More
Retirement plan contribution limits are reviewed each year and are occasionally adjusted by the IRS. This article is current for 2022 limits.
The IRS has announced that in 2022, the estate and gift tax exemption will be increased to $12,060,000 per individual, up from $11.7 million in 2021.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Schultz Financial Group’s (“SFG’s”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Holistic or comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to SFG, but may not consider literally all aspects of a client’s financial affairs. SFG will rely upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, or the client’s access to financial or professional resources should not be construed as a guarantee of a particular outcome. All investing comes with risk, including risk of loss.