Schultz Financial Group Inc. is a fee-only financial advisory firm based in Reno, NV, and Midland, MI, and provides family office, wealth management, and financial planning services to clients located in Nevada, California, Michigan, and other states.
We enjoy the camaraderie that comes from serving multiple generations within one family. Let your family be the first in succession. You’ll be the leader in teaching your children and grandchildren that there’s more to overall health and well-being than merely money. And you’ll also be teaching the next generation that making your money work for you is just as important as accrual.
Many of our clients come to us because of their interest in private investments. Increasing diversification is one of the main attractions of investing in private investments. We help our clients find the right private investment asset to reduce portfolio volatility, produce high-risk-adjusted returns and, of course, increase diversification.
Whether you’re interested in private investments or not, we serve people from all professions and stages of life. But a large majority of our high-net-worth clients include:
Our clients place importance on collaborating with us to achieve their goals and delegate their financial planning and investment management to us so they can spend more time on the things that matter most to them.