Joseph Shultz Email & Phone Number

I provide comprehensive investment planning through a holistic approach in which I help a select group of individuals, businesses, and institutions build, manage, protect and transition wealth. I offer the resources to help in many areas of your financial universe including but not limited to investing, retirement planning, risk management, insurance, trust/estate/fiduciary services and providing access to lending and banking services through Wells Fargo affiliates.For two decades, starting as an Options Floor Broker to Institutional Sales to Financial Advisor, I have helped clients address their financial concerns and develop strategies by focusing on their specific needs. Throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.I believe every client, business owner, and institution I work with deserves an investment plan that prioritizes and identifies goals and dreams, determines a suitable investment strategy focused on minimizing unnecessary risks, objectively selects appropriate investments and adjusts those plans over time as material changes occur. My mission is to provide every client with targeted, comprehensive investment advice delivered with the highest level of personal service and professional integrity in an independent, objective, un-biased, cost effective manner.This information is intended for use only by residents of AK, AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA, WV./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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  Penn State University

  Finance & Business Administration