Experience Makes all the difference
The Schultz Group is a pure wealth management practice that focuses on all aspects of our cherished families' financial lives. We exist to provide masterful solutions and systems to help grow, preserve and pass down their wealth, family maxims and values. We pride ourselves on the long-standing and trusting relationships we have formed with these families and want to be passionately involved at each critical juncture.
The Schultz Group provides advice beyond investing for families who are looking for answers in more than just stocks and bonds. We are comfortable with complexity so that you don't have to be.
As a multi-generational team, we are committed to this generation as well as the next as we endeavor to help the hard-earned wealth of few touch many in a meaningful way.
We appreciate the opportunity to build a lasting relationship with your family.
Stockton Morgan Schultz
Justin Low
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Visit my personal page
602-957-5134
833-681-1034
Lester E. "Jay" Mayes, Jr
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Wealth Advisor
Managed Accounts Consultant (MAC)
Visit my personal page
602-957-5167
Jeoffrey H. Wasson
Joseph Varga
Senior Vice President - Wealth Management
Financial Advisor
Visit my personal page
574-247-2806
800-686-2594