Robert Schultz Email & Phone Number

Robert J. Schultz is the managing partner and co-founder of 1867 Private Wealth Management of Raymond James Kelowna. Robert is the chair of 1867 Private Wealth Management's investment committee, which is responsible for the branch's overall investment strategy and execution.A relationship with 1867 Private Wealth Management of Raymond James is blend of distinction, commitment, and integrity. Located in scenic Kelowna, BC, 1867 Private Wealth Management is an upscale, boutique independent advisory group within Raymond James Ltd., integrating elite services with a world-class investment firm in a private office setting. Selecting an investment advisory team is one of the most important decisions you can make. 1867 Private Wealth Management concentrates on creating value for our clients by delivering superb advice and exceptional service, always with our clients' best interests in mind. We work closely with wealthy individuals and families, successful business owners, executives, professionals and retirees. 1867 Private Wealth Management is uniquely positioned to benefit estates, trusts, private holding companies and charitable foundations. Our ApproachWe invest money for clients who have wealth they want to protect and grow without taking on undue risk. We listen to our clients closely while they articulate their needs, goals and life priorities. We are your trusted partner to help you develop innovative, holistic, wealth and investment strategies tailored to your needs. "Innovation requires knowledge, ingenuity, and above all else, focus. This is our foundation."We are uniquely different - come explore our capabilities - Portfolio, Income and Philanthropic Innovation.Contact us at 250-448-8851robert.schultz@raymondjames.caFollow us on Twitterhttps://twitter.com/RobertJSchultzhttp://www.1867privatewealthmanagement.com/Social Media Disclaimer: http://bit.ly/zuQyjO/*********/http://bit.ly/1nspoNn

Listed skills include Risk Management, Finance, Mutual Funds, Tax, and 32 others.

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  Red River College

  Business/Commerce, General