Schultz Financial Group Inc. (SFG) is an independent RIA that provides family office and wealth management services to high-net-worth individuals and families. Since 1982, SFG has approached wealth management differently by focusing on our clients’ Four Capitals. Our team of fee-only fiduciaries strives to help our clients build their wealth across four capitals: Financial Matters, Physical Well-being, Psychological Space, and Intellectual Engagement.

Recent Articles

Published

May 24, 2023

Schultz Financial Group

Hedge Funds

Hedge Fund Due Diligence

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May 24, 2023

Schultz Financial Group

Published

Apr 25, 2023

Schultz Financial Group

Investing

Employee Stock Options 101

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Apr 25, 2023

Schultz Financial Group

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Mar 6, 2023

Schultz Financial Group

Investing

When Should I Sell My RSUs (Restricted Stock Units)?

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Mar 6, 2023

Schultz Financial Group

Published

Jan 20, 2023

Schultz Financial Group

Financial Advisors

Reviewing Estate Plans for Planning Opportunities

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Jan 20, 2023

Schultz Financial Group

Published

Dec 7, 2022

Schultz Financial Group

Investing

Investment Due Diligence

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Dec 7, 2022

Schultz Financial Group

Published

Nov 8, 2022

Schultz Financial Group

Financial Advisors

Year-End Wealth Management Planning

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Nov 8, 2022

Schultz Financial Group

Published

Oct 24, 2022

Schultz Financial Group

Financial Advisors

Tax-Loss Harvesting

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Oct 24, 2022

Schultz Financial Group

Published

Sep 23, 2022

Schultz Financial Group

Financial Advisors

Six Charitable Giving Strategies for 2022

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Sep 23, 2022

Schultz Financial Group

Published

Aug 25, 2022

Schultz Financial Group

Financial Advisors

What is a Private Investment?

Published

Aug 25, 2022

Schultz Financial Group

Published

Jul 28, 2022

Schultz Financial Group

Financial Advisors

Inflation & Investing: What's Happening, What It Means

Published

Jul 28, 2022

Schultz Financial Group

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