Pursue what matters most Confidence for today, tomorrow and generations to come

The Schultz Group Steven Lewellyn Schultz, Stockton Morgan Schultz, Justin Low, Lester E. Mayes, Jeoffrey H. Wasson, Joseph Varga, Elaine E. Biewald, Lovella Mckim, Angela Marie Howard, Sherri Lynn Pearson, Elizabeth A. French, Barbara Wolfe, Kristine Judith Forster, Carla Owers

The Schultz Group






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, Financial Times Top 400 Financial Advisers, 2019, 2020
  • Steve Schultz, Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Steve Schultz, Barron's Top 1,200 Financial Advisors, 2013, 2015, 2016, 2017, 2018, 2019, 2020
  • Stockton Schultz, UBS Top 35 Under 35, 2019
  • Stockton Schultz, Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018


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