Curate your true wealth.

We are a team of innovative wealth managers 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.

Our Approach

We help you maximize your Four Capitals

We believe in designing a world for our clients that considers four important areas.

Financial Matters
Physical Well-being
Intellectual Engagement
Psychological Space

Wealth Management

Our personalized wealth management solutions are designed to protect your assets and maximize your legacy.

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Investment Management

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.

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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 build your legacy.

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We believe in putting your interests first.

Personalized planning

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.

Custom solutions

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.

Ongoing guidance

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.

Build deeper relationships

Work with advisors who seek to understand you and your goals.

Our approach is designed to allow you to build a deeper relationship than you are likely to experience with advisors who are focused solely on your investments.

Meet the team
Forward thinking

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.

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SFG Insights

Insights and information to support your Four Capitals.

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September, 2021
Mega Backdoor Roth Conversions

August, 2021
Scenario Planning versus Forecasting

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This blog explains the difference between scenario planning and forecasting.