Schultz Financial Group, Inc.
Since 1982, Schultz Financial Group (SFG) has provided personal, proactive wealth management services to high-net-worth and family office clients seeking a better life for themselves, their loved ones, and generations yet to come.
SFG believes wealth goes beyond numbers. We believe Total Wealth only exists when balanced between financial strength, health and wellness, professional success, and personal relationships. What good is money without the health to enjoy it? The knowledge to protect and grow it? The peace of mind to share it?
To help our clients achieve Total Wealth, we approach wealth management through an Integrative Personal Plan that is designed to integrate many aspects of your life into one plan that addresses your four capital needs: Financial, Physical, Psychological, and Intellectual. By focusing on physical, psychological, and intellectual capital as well as financial capital, we strive to preserve not only the value of your portfolio, but the quality of your life.
We’re more than advisors – we’re coaches and counselors, facilitators and friends. Learn more about the SFG Difference.