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.
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.
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.
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.
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.
Our Financial Advisor
Extensive Knowledge and Vast Experience
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.