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Confidence to live the life of your choice

We provide personalized investment management and financial advice so that our clients can focus on how to live and enrich their lives.


Scholtz & Company was built to provide the required level of attention and customization that every client needs when navigating their unique investment and comprehensive financial needs.

We act as a fiduciary, working solely in the best interests of our clients. We take pride in the results we’ve achieved, and in the consistent retention of our clients – many of whom have been with us for 25+ years. This is a testament to our high service, dedication of our staff, and the impressive investment results that we have achieved.

“Portfolio management is the study of a changing world. Learning and tracking a wide variety of subjects helps a Portfolio Manager understand the complex variables which are pertinent to the investment process. It never ends. The pursuit of an investment edge is why it is nonstop work. It is on your mind at all times.”


Colleagues talking in the office

Our Team

A unique group of skilled professionals who are passionate about creating success for our clients.

Contact Us 

Let’s talk and see how we can help you get to where you want to be.

Thank you for reaching out.  We’ll be in touch soon.

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