Who We Are
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
30th Annual Marist School Alumni Golf Tournament
Kevin co-chaired the 30th annual Marist School Alumni Golf Tournament at Capital City Club, which SWM was a premier sponsor, and he was joined by Jeff and two fellow alumni/clients.
Schultz Community Engagement
Throughout the years the Schultz Wealth Management Team has had the opportunity to work with and help various charities and other groups in the community. See below for a list of those groups and click them to visit their websites.2/3/2021:Grateful today to provide lunch to nearly 100 frontline nurses, doctors, and staff of the pulmonary unit at Piedmont Hospital Atlanta. Thanks for their courage and strength on a daily basis. Thanks to Henri's Buckhead for their delicious boxed lunches too! 5-11-20:SWM giving back to the community –Kevin and our Janney colleagues spent a day volunteering with Urban Recipe’s Emergency Food Aid Program in Atlanta. This local non-profit provides food boxes to families affected by COVID-19. Donations can be made at https://urbanrecipe.org/.4-14-19:SWM of Janney has raised funds and donated recently to the Nicholas House, where their mission is to provide temporary housing to homeless families and help them become self-sufficient. With Covid-19, many of their residents are facing layoffs and job loss, so it’s impact is even more effective. $1000 provides Eviction prevention assistance, $500 provides dinner for families in the shelter! See this site to consider a donation in this troubled time.https://nicholashouse.org/about-us/mission-and-impact/
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.