About Schultz Financial Group Incorporated
Schultz Financial Group Incorporated is an independent, fee-only financial advisory firm based in Reno, NV. They specialize in wealth management, financial planning, retirement planning, tax planning, estate planning, and investment management, including private investment opportunities. The firm also offers comprehensive family office services. Serving clients across Nevada, California, and other states, Schultz Financial Group caters to small business owners, entrepreneurs, corporate executives, accomplished professionals in medicine, law, and academia, retirees, and widows/widowers. Their unique "Four Capitals" approach extends beyond financial matters to support clients' physical well-being, psychological space, and intellectual engagement, aiming to enrich all aspects of their lives. A NAPFA member firm (National Association of Personal Financial Advisors), Schultz Financial Group is dedicated to building long-term relationships and providing customized solutions.
Website: https://sfginc.com/
Employees: 6
Office Locations
- Reno, NV (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $196.3M