Reaching your financial goals starts with an investment plan designed around you.
As a qualified client, you may have the opportunity to invest in private equity, real estate, energy interests, and other niche investments.
Your financial goals are unique. We take the time to understand you and custom-build your portfolio, using investments beyond the more common options, such as private credit, real estate, energy, and other alternative strategies. Our goal is to help you meet your expectations for your desired lifestyle.
Investment Management Services
We’ll help you manage your wealth with flexible services that compliment your lifestyle.
Please Note: Any reference to private equity or private real estate is not to be construed as a statement regarding any specific private investment funds.
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 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.