Wealth & Money Management Awards 2015

Boutique Wealth Management Practice – Georgia

Schultz Wealth Management of Raymond James provides objective, tailored advice and solutions to your family/business/foundation using the resources of our national firm, while giving you the personal attention from a boutique practice.  Our goal is to help clients feel comfortable in all economic environments and to work to achieve your “bucket list” of goals.  A few characteristics that set us apart include:

-Jeff is a Certified Financial Planner (CFP®) with nearly 20 years of experience through bull and bear markets.

-We value long-term relationships with our clients, serving less than 50 Private Clients ($1mm+) nationwide, including corporate executives, entrepreneurs, family-owned businesses, foundations, and not-for-profit institutions.

-The firm draws on the strength of Raymond James and Associates, Inc. – recognized as the most stable independent financial services firms in the United States.

-Primarily fee-based asset relationships enabling client-centered objectivity and transparency.

For more information, please visit www.schultzwealthmanagement.com 

CONTACT INFORMATION

Jeff Schultz

Senior Vice President, Investments

[email protected]

Schultz Wealth Management of Raymond James

1100 Abernathy Road NE, Building 500 – Suite 1840

Atlanta, Georgia 30328

Phone:  770-673-2161