Switching to another financial advisor can seem like a daunting task. At Schott Financial Management, we do the work for you, from the preparation of paperwork to the transfer of funds. Our goal is to earn and keep your trust while building wealth for generations to come.
Schott Financial Management is a 3rd generational, family-owned financial firm located in Prescott, AZ. We provide the highest level of customer service backed by over 50 years of experience.
We are not a one-size-fits-all firm. Whether you have $2,000 or $2 million, Schott Financial Management accepts accounts of all sizes. We know every wealth journey is different, which is why we customize investment strategies to suit your individual needs.
Our approach to wealth management is hands-on. We require client approval on account changes and disclose all costs and fees upfront. We operate out of a small town, and word travels fast. Our firm built its reputation on transparency and integrity, which is why we have been in business since 1987. We have seen and survived many economic downturns, including the most recent one caused by the Covid-19 pandemic.
Our team is here to help you and your family through the many stages of retirement. We have several licensed assistants, who are available to you, especially during trading hours. Our office is in a standalone, secure building, ensuring your privacy is always protected. We stay up to date on market research, technology, and carry licenses in 28 states.
Experience the difference of a local, family-owned financial advisor, call our office today to schedule a free, no-obligation consultation.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge, a Registered Investment Adviser . Schott Financial Management and Cambridge are not affiliated.