Life, on your terms Financial planning for the retirement you want

The Schultz Group Steven L. Schultz, Stockton M. Schultz, Lester E. Mayes, Elaine E. Biewald, Angela M. Howard, Jennifer A. Rydzewski, Carla Anne Owers, Mary C. Twitty

The Schultz Group


phone

602-957-5132
800-247-1754



phone

855-641-8966





address

2555 E. Camelback Rd
Suite 600
Phoenix, AZ 85016



It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the guidance you need to gain clarity, weigh your next steps, and choose a strategy you can depend on and begin acting on today.


Steve Schultz and Stockton Schultz have been recognized as industry leaders.

  • Steve Schultz, Forbes Best-In-State Wealth Advisors, 2018
  • Steve Schultz, Barron's Top 1,200 Financial Advisors, 2013, 2015, 2016, 2017, 2018
  • Stockton Schultz, Forbes America's Top Next-Generation Wealth Advisor, 2017



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts