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jschultz@janney.com
(404) 926-2022

Our boutique team is committed to maximizing your resources through goals-based planning while providing the optimal service that you deserve. Wealth isn’t always achieved overnight. It can be the result of a solid plan that’s tailored to you. It can be the difference between set for now AND set for life.

We look forward to partnering with you!

Click here to schedule a time to meet us

About Us

Our boutique team is committed to maximizing your resources through goals-based planning while providing the optimal service that you deserve. Wealth isn’t always achieved overnight. It can be the result of a solid plan that’s tailored to you. It can be the difference between set for now AND set for life.

We look forward to partnering with you!

Click here to schedule a time to meet us

Research & Insights

October 2022 - Quarterly update

July 2022 - Quarterly update

April 2022 - Quarterly update

FORBES 2022 BEST-IN-STATE WEALTH ADVISOR

Jeff Schultz, CFP® Executive Vice President/Wealth Management Financial Advisor has been named to the Forbes 2022 Best-In-State Wealth Advisors list.

“Congratulations to Jeff for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Jeff represents the best of our industry,” said Jerry Lombard, President, Private Client Group.

Our Team

Jeff Schultz, CFP®

Executive Vice President / Wealth Management, Financial Advisor

Kevin McKane, CFP®, CRPS®

Account Executive

Allison Odenthal

Senior Registered Private Client Associate

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Office information

Phone:

(404) 926-2022

Email:

jschultz@janney.com