We are fee-only wealth managers who are passionate about helping Business Professionals achieve their personal and financial goals through our Four Capitals approach to wealth management. As a fiduciary, we are committed to our clients and doing what is in their best interest.
Since 1982 we have approached wealth management differently by focusing on our clients’ Four Capitals. The Four Capital approach is based on objective, goal-based advice. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. Our goal is to create a deeper, more meaningful client-advisor relationship that truly enables you to lead a more fulfilled life. Learn more: https://sfginc.com/our-approach/
Our clients come to us for wealth management, but we seek to build long-term relationships built on trust. Get to know each SFG team member: https://sfginc.com/our-team/
For more information about our fee-only wealth management services and how our Four Capitals approach can help you lead a more fulfilled life, please contact us at (775) 850-5620 or info@sfginc.com.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 5190 Neil Rd,
- Phone
- +1-775-850-5620
- in****@****inc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sfginc.com
- Keywords
- Financial Planning, Investment Management, Wealth Management, Trust and Estate Planning, Financial Counseling, Risk Management, Family Office Services, Business Strategic Planning, Charitable Giving Planning, Four Capitals Approach, Tax Planning.
- HQ
- Reno, Nevada
Schultz Financial Group Inc. Questions
Schultz Financial Group Inc.'s helpline number is +1-775-850-5620
Schultz Financial Group Inc.'s website is sfginc.com
Schultz Financial Group Inc.'s LinkedIn profile is https://www.linkedin.com/company/schultz-financial-group-inc.
Schultz Financial Group Inc. has
10 employees.
View email and phone details for 10
employees at Schultz Financial Group Inc..
Schultz Financial Group Inc.'s industry is
Financial Services
Schultz Financial Group Inc.'s top competitors are
The Lueck Group,
Alliancebernstein,
Mission Financial Group Llc,
Fhwv, Llp,
Lazard,
Tierone Financial & Insurance Services,
Double Diamond Investment Group Llc,
Gw Financial, Inc.,
Schultz Financial Group,
Nevada Family Wealth.
Schultz Financial Group Inc.'s support email address is info@sfginc.com
Schultz Financial Group Inc.'s categories are Financial Services
Schultz Financial Group Inc.'s founding year is 1982
