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

Nov 8, 2022

Schultz Financial Group

Year-End Wealth Management Planning

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Nov 8, 2022

Schultz Financial Group

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Oct 24, 2022

Schultz Financial Group

Tax-Loss Harvesting

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Oct 24, 2022

Schultz Financial Group

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Aug 25, 2022

Schultz Financial Group

What is a Private Investment?

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Aug 25, 2022

Schultz Financial Group

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Jul 28, 2022

Schultz Financial Group

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

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Jul 28, 2022

Schultz Financial Group

Published

Jul 14, 2022

Schultz Financial Group

Markets

Is There a Silver Lining to 2022's Market Volatility?

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Jul 14, 2022

Schultz Financial Group

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