Ranked #22026 Editorial Review
Schultz Financial Group
Reno, NV · Fee-only RIA · Fee-only
Visit sfginc.com →A long-established Reno family office with a distinctive 'Four Capitals' philosophy that treats wealth as more than money — covering financial, physical, intellectual, and psychological well-being.
About the firm
Schultz Financial Group is an independent, fee-only financial advisory firm headquartered in Reno, serving high-net-worth clients in Nevada, California, and beyond. The firm's hallmark is its 'Four Capitals' approach to wealth — integrating financial planning and investment management with frameworks for physical, intellectual, and psychological well-being.
Why we ranked them here
True fee-only family office model, deep Reno roots, and a holistic planning framework that goes well beyond a typical investment shop.
Services
- ◆ Family office services
- ◆ Comprehensive financial planning
- ◆ Investment management
- ◆ Tax & estate coordination
- ◆ Multi-generational wealth planning
Minimum
$1M+
Fee model
Fee-only
Credentials
Fee-only RIA
Ready to talk to Schultz Financial Group?
Visit their site to schedule an introductory conversation.
sfginc.com →