Schultz Financial Group

EST. AUM
$214,840,003

CONTACTS
9

CLIENT ACCOUNTS
478

Firm Details

Metro area Las Vegas
CRD Number 108724
Website sfginc.com
Client types

Overview

They are a team of innovative wealth managers redefining the approach to wealth management and family office services for high-net-worth families and individuals. Since 1982, they have approached wealth management differently by focusing on their clients' Four Capitals. The Four Capital approach is based on objective, goal-based advice. Their team works with clients to build wealth across Four Capitals, which include Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. Their goal is to create a deeper, more meaningful client-advisor relationship that truly enables clients to lead a more fulfilled life.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Schultz Financial Group

Platform Details

Investment Preferences

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Address

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