Business Details
Your Trusted Partner for Comprehensive Financial Advisory Services
At Schulte & Uhrig, CPA, we place intense client focus at the heart of everything we do. Our dedicated team of advisors delivers forward-thinking financial guidance tailored to both personal and corporate needs. With a commitment to integrity, independence, and transparency, we provide customized services including wealth management, portfolio management, and fiduciary advice. Our recent partnership with Brass Tax Wealth Management expands our resources while maintaining our shared values of personalized service and long-term client relationships. We specialize in crafting comprehensive financial strategies that address individual client goals, leveraging decades of combined industry experience.Our approach emphasizes thoughtful financial planning, robust portfolio management, and continuous adaptation to evolving market conditions. By prioritizing client advocacy and maintaining a culture of excellence, we aim to make a meaningful impact on our clients' financial journeys. Our team's expertise spans retirement planning, institutional consulting, and corporate retirement solutions, ensuring clients receive holistic support across all financial matters.
Services
Financial Planning
Portfolio Management
Fiduciary Advice
Wealth Management
Retirement Planning
Highlights and features
- We offer customized financial strategies tailored to individual client needs
- Our team provides fiduciary advice with a commitment to transparency
- We combine decades of industry experience with personalized service
- Our recent partnership expands resources while maintaining core values
- We specialize in comprehensive wealth management and retirement planning
Services
Financial Planning
Our financial planning services create comprehensive strategies tailored to individual goals. We analyze current financial situations, develop customized roadmaps, and provide ongoing guidance to help clients achieve long-term objectives. This includes retirement planning, tax optimization, and estate planning solutions.
Portfolio Management
We offer active portfolio management with personalized investment strategies. Our team conducts thorough market analysis, implements diversified portfolios, and provides regular performance reviews to ensure alignment with client risk tolerance and financial goals while maintaining fiduciary standards.
Fiduciary Advice
Our fiduciary services prioritize client interests through objective financial guidance. We provide conflict-free recommendations on investment strategies, retirement planning, and wealth preservation techniques while maintaining strict adherence to ethical and regulatory standards in all advisory services.
Wealth Management
We deliver holistic wealth management solutions addressing all aspects of financial well-being. This includes integrated planning for asset allocation, tax efficiency, estate planning, and intergenerational wealth transfer strategies tailored to high-net-worth individuals and families.
Retirement Planning
Our retirement planning services focus on creating sustainable income strategies for the future. We develop personalized retirement timelines, analyze pension options, optimize 401(k) plans, and implement tax-efficient withdrawal strategies to ensure financial security during retirement years.
People
Justin Russell
President & CEO
Justin Russell leads Schulte & Uhrig, CPA with a vision to build a world-class firm focused on client service and community impact. He emphasizes integrity and empathy in growing the company's culture while maintaining its core values.
Neal Schulte
Partner and Wealth Advisor
Neal Schulte brings extensive wealth management experience to Schulte & Uhrig, CPA. He focuses on delivering personalized financial strategies while ensuring clients benefit from enhanced resources through the firm's strategic partnerships and growth initiatives.
Nick Schulte
Wealth Advisor
Nick Schulte provides tailored wealth planning services, combining technical expertise with personalized client care. He works closely with clients to develop comprehensive financial strategies that address both immediate needs and long-term objectives.
Leah Schulte
Wealth Advisor
Leah Schulte specializes in creating customized financial solutions for clients. Her approach focuses on understanding individual circumstances to develop effective wealth management strategies that align with client goals and values.
Questions
What services does Waverly Advisors offer?
We provide financial planning, portfolio management, fiduciary advice, wealth management, and retirement planning services for individuals and institutions.
What is Waverly Advisors' approach to client relationships?
We prioritize long-term relationships through personalized service, transparency, and tailored financial strategies that evolve with client needs.
How does Waverly Advisors handle investment management?
Our investment approach combines strategic portfolio management with ongoing market analysis to optimize returns while managing risk for each client.
What recent changes have occurred at Waverly Advisors?
We recently partnered with Brass Tax Wealth Management to expand our resources while maintaining our commitment to personalized financial services.
