Headquartered in Reno, Nevada, we offer financial planning, investment management, and a variety of other resources to high net worth clients. We work exclusively on a fee-only compensation basis and support and abide by NAPFA’s code of ethics. NAPFA is the only professional advisory organization whose members provide fee-only services and abide by a Fiduciary Oath. Schultz Financial Group Inc. is a Registered Investment Advisor with the Securities and Exchange Commission and has the broad and diverse experience and credentials to manage a wide range of clients’ investments.
We’re not just concerned about the value of your capital, but also what you value most as an individual.
At Schultz Financial Group, we care about helping our clients realize their life goals and aspirations, so they can do the things that make them happy and fulfilled. That’s why we look at all aspects of their lives to determine the best way to approach their finances. We don’t just look at their Financial Capital. We also consider other types of capital as well: Psychological, Physical, and Intellectual. We call this unique and comprehensive approach Integrative Personal Planning.
Where you want to go in life is up to you. It’s up to us to help you get there. Please contact us to begin the journey.