800-287-4290 steve@schottfm.com

Imagine Wealth Without Worry

Today, tomorrow, and for generations to come.

Imagine Wealth Without Worry

Today, tomorrow, and for generations to come.

Plan

Financial Planning

Whether you are at the beginning of your career, or just ending it, our firm can help you navigate and strengthen your financial future by offering a variety of services that include 401(k) rollovers, 529 Plans, and Tax Reduction Strategies. Along with traditional brokerage services and portfolio analysis, we help relieve your confusion and uncertainty about today’s market.

Diversify

Create a Diverse Portfolio

Our firm provides custom strategies for your investment success. We develop personalized plans with measured asset diversification to meet your unique goals and risk tolerance. No two portfolios are alike and we always put our clients first.

Manage

Personal Wealth Management

Our firm has proudly served the Prescott community for over 30 years. Blending financial know-how with small town values, we help our clients and their families manage and preserve wealth for generations to come. 

Invest in your Future

Welcome to Schott Financial Management

Invest in Your Future

Taking the first step towards a better retirement can seem like a daunting task. We understand we’ve been helping clients get there for over 30 years. Throughout our history, we have developed strategies and investments that can weather economic downturns and market volatility. In these uncertain times, having a financial advisor is more important than ever. You deserve a team of experienced professionals on your side. With three licensed assistants and knowledgeable and friendly staff, Schott Financial Management can protect, build, and preserve your wealth for generations to come.

One Size Fits One

Our Wealth Management Philosophy

Our wealth management philosophy is simple: we work for you. We understand that everyone comes to the road of retirement through different channels. Our firm wants to be there every step of the way, from career-beginnings to career- endings. That’s why we set our accounts minimums low. We want to grow with you and your goals. No matter where you are in your financial planning, Schott Financial Management is here. We offer exceptional customer services, up-to-date technologies, and easy to understand investment options.

Wealth Management Prescott

Our Financial Advisor

Extensive Knowledge and Vast Experience 

Steve Schott

Financial Advisor

Steve has been a financial advisor since 2010. His expertise in business ownership and capital management spans banking, office products, office machines, and autos. A former owner at Prescott Honda, he holds an MBA from the University of Arizona and Bachelor of Science in Finance from the University of Denver. Steve is a proud graduate of Prescott High School and an avid Community volunteer. Steve purchased Tomlinson Wealth Management from its predecessor, Andy Tomlinson, in 2019, making Schott Financial Management a 3rd generational financial firm in Prescott, AZ.