Wealth management is more than just investments.
Traditional wealth management is important. Protecting and growing wealth are key components of our daily work. But we believe it is the relationship we develop with you and helping you maximize your Four Capitals that is key to our mutual success.
Wealth management is more than just investments. Once you have accumulated a substantial amount of wealth, other factors are key to protecting that wealth including risk management, cash flow management, tax planning, trust and estate planning, and charitable giving strategies.
It is our desire to see wealth enrich your life and then the lives of your children, and their children after that. We manage your wealth with that as our ethos.
Wealth Management Services
Our personalized wealth management solutions are designed to protect your assets and maximize your legacy.
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. 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. SFG is neither a law firm nor an accounting firm. The tax and estate planning information provided is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Readers, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.