Who We Work With

At Schultz Wealth Management we work with an array of different groups of people at different stages of their lives. Those groups include

 

BUSINESS OWNERS

 

As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial advisor, I can help you further define your own brand of success by giving you the confidence to focus on what you do best. For some, this means looking to sell their business down the road. For others, they have no interest in retiring … ever. But they want to be positioned to go to work because they love it, not because they have to.

 

We’re here to offer customized investment recommendations for your personal financial matters and the needs of your business. Our team can help to manage your investment strategy and tax mitigation strategies, while helping to address key issues such as estate planning, generational wealth transfer and your philanthropic efforts. We can make recommendations in line with your tolerance for risk and your cash flow goals, and ultimately, help you ensure you're well positioned to leave a financial investment legacy.

 

We’ve worked with many businesses over the last 25 years as they have navigated through the Investment banking and monetization process. We invite you to enjoy the confidence of knowing you have a singular and consistent source of financial recommendations – and more time to devote to growing your business

 

 

RETIREES:

 

Once you retire, the need for financial recommendations doesn’t just end. Because people are living longer today, the possibility of going 30 years without a paycheck can take careful planning and disciplined investing. Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help you with: establishing a plan designed to preserve your wealth, create sustainable income throughout retirement and maintain your standard of living.

 

There are many things we can do in this pursuit. One approach we can take is to create a personalized, comprehensive plan designed to preserve your wealth and mitigate the impact of market risk, taxes and inflation. This can include having a sustainable, tax-efficient withdrawal strategy designed to strike a careful balance between your need for monthly income and your desire to make your money last your lifetime.

 

We can also work with you to review important matters such as Social Security and Medicare. Plus, we can collaborate with your legal and insurance professionals on important matters such as having a plan for your estate, and assessing whether your life insurance and long-term care insurance needs are met.

 

You’ve worked hard all your life to arrive at this significant stage of your life. Our goal is to help you enjoy your well-deserved retirement.

 

 

EXECUTIVES & PROFESSIONALS:

 

We work closely with professionals and can make recommendations to help them reach the next level – however they choose to define what’s next. Working with you as a partner in your success, we can take the time to understand your goals and help you address everything from asset protection and cash management, as well as strategies to protect your family and your legacy and, of course, your own retirement.

 

As an executive, you spend your time and energy between the office, airport and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, you can gain the confidence that accompanies having a path to your financial objectives. With our in-house Wealth Management resources, we can be part of a team of people that can make recommendations to executives on:

 

Stock option planning

Restricted stock and 83(b) elections

Cashless stock option exercises

Rule 144 executions

10b5-1 sales plans

Hedging and monetization for

concentrated equity positions

Share repurchase programs

Corporate cash management

Retirement programs

Net unrealized appreciation

 

In addition to our own experience and financial knowledge, we have access to all the resources of Janney Montgomery Scott, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial recommendations – and more time to devote to growing your business and focusing on your future.

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