Schultz Financial Group Inc. Employee Directory

Financial ServicesUnited States2-10 Employees

We are fee-only wealth managers who are passionate about helping Business Professionals achieve their personal and financial goals through our Four Capitals approach to wealth management. As a fiduciary, we are committed to our clients and doing what is in their best interest.

Since 1982 we have approached wealth management differently by focusing on our clients’ Four Capitals. The Four Capital approach is based on objective, goal-based advice. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. Our goal is to create a deeper, more meaningful client-advisor relationship that truly enables you to lead a more fulfilled life. Learn more: https://sfginc.com/our-approach/

Our clients come to us for wealth management, but we seek to build long-term relationships built on trust. Get to know each SFG team member: https://sfginc.com/our-team/

For more information about our fee-only wealth management services and how our Four Capitals approach can help you lead a more fulfilled life, please contact us at (775) 850-5620 or info@sfginc.com.

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