UBS Wealth Management USA proudly announced that The Schultz Group—comprising Steven L. Schultz, Stockton M. Schultz, and Justin M. Low—has been named to the 2024 Forbes/SHOOK America’s Top Wealth Management Teams, High Net Worth list. This marks the second consecutive year the Phoenix-based team has received this distinguished honor. Furthermore, in 2023, The Schultz Group ranked #1 in Arizona on the Forbes Best-in-State Wealth Management Teams list, underscoring their excellence in delivering personalized financial services.
Acknowledging Exceptional Expertise and Growth
“The Schultz Group is one of the most successful advisor teams in the U.S. and continues to grow by providing intelligent financial guidance to high-net-worth families,” remarked Justin Frame, Managing Director and Market Executive for UBS Pacific Desert Market. “This team brings deep industry knowledge and a passion for helping clients achieve what matters most through tailored financial advice. On behalf of our entire team, I extend our heartfelt congratulations to them.
The Forbes/SHOOK Top Wealth Management Teams, High Net Worth list highlights 100 exceptional teams managing assets exceeding $490 billion collectively. These teams specialize in serving households with accounts under $10 million, demonstrating their ability to address complex financial needs for a diverse range of clients.
Team Leadership and Expertise
Steven L. Schultz: Leadership Through Decades of Experience
Steven L. Schultz, who began his career as a financial advisor in 1981, leads The Schultz Group with a focus on education funding and charitable giving structures. A Portfolio Manager since 2000, Steven holds FINRA Series 7 and 63 licenses along with certifications in life insurance and annuities. His expertise and dedication have earned him numerous accolades over the years, including:
- Barron’s Top 1,200 Financial Advisors (2015-2020, 2022-2024)
- Forbes America’s Top Wealth Advisors (2020-2024)
- Forbes Best-in-State Wealth Advisors (2018-2024)
Stockton M. Schultz: Personalized Strategies for a New Generation
Stockton Schultz, Steven’s son, contributes over 15 years of wealth management experience to the team. Known for his personalized approach, Stockton tailors strategies to meet the unique goals of each client. His specialized expertise includes the UBS Athletes and Entertainers Consultant (“AEC”) designation, which prepares him to handle the distinct financial circumstances of high-net-worth individuals in complex situations. His recognitions include:
- Forbes Best-in-State Wealth Advisors (2021-2024)
- Barron’s Top 1,200 Financial Advisors (2021)
- Financial Planning 40 Under 40 Broker (2024)
Justin M. Low: Simplifying Complexity for High-Net-Worth Clients
Since joining The Schultz Group in 2020, Justin M. Low has brought his dedication to client service and deep financial knowledge to the team. Active in wealth management since 2008, Justin’s ability to simplify complex financial concepts allows him to provide clear, personalized solutions for clients. His accolades include:
- Forbes Best-in-State Wealth Advisors (2022-2024)
- Forbes Best-In-State Next-Gen Wealth Advisors (2022-2023)
A Commitment to Personalized Financial Planning
The Schultz Group’s success stems from their unwavering commitment to client-centered financial planning. By understanding the specific needs and aspirations of each client, they deliver tailored solutions that align with individual goals. This dedication to service has not only fostered lasting client relationships but has also earned the team national recognition as one of the premier wealth management groups in the United States.
The Schultz Group’s inclusion on the 2024 Forbes/SHOOK America’s Top Wealth Management Teams, High Net Worth list solidifies their reputation as leaders in the financial advisory field. Their ability to adapt and grow while maintaining a focus on personalized service ensures they remain at the forefront of wealth management excellence.
Driving Growth Through Expertise and Passion
Under the leadership of Steven, Stockton, and Justin, The Schultz Group continues to expand its impact. Each team member brings a unique skill set, creating a dynamic and well-rounded advisory approach. Their passion for helping clients achieve their financial aspirations drives their continued success, making them a standout example of excellence within UBS Wealth Management USA.
As they celebrate this recognition, The Schultz Group remains dedicated to guiding high-net-worth families through the complexities of wealth management. Their ongoing focus on personalized, intelligent financial advice positions them as trusted partners for clients seeking to achieve their most important financial goals.
