WHO WE ARE
^{Our Mission}

"We aim to help people easily manage and modestly grow their wealth. We understand all clients are unique with different needs and our planning reflects that." - Michael Schultz (President, RFC, AIF)

Being independent means we can remain unbiased and put the interest of our clients first with sound advice.

^{Our History}
serving you since 2004

Our firm dates to 2004 when it was founded by Michael Schultz. Michael had already been in the business for over ten years working for commission-based firms as there were few independent wealth management firms. His vision was to provide customized advice and guidance to eliminate the conflict of interest that can exist with typical commission-based firms or products. Michael also earned the RFC (Registered Financial Consultant) designation and the AIF (Accredited Investment Fiduciary) designation. The firm is a Registered Investment Advisor (RIA), state registered with the Pennsylvania Banking & Securities Commission.

Today, the firm has three other advisors with different backgrounds and professional designation to serve our clients.

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^{Who you will work with}
Meet your Team

We’re on a mission to provide sound financial support to clients whether they are still in the wealth accumulation phase of their life or in the income distribution of phase or their life.