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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.

“Every client situation is unique. We work closely with prospective clients to gauge and refine their individual goals, opportunities and tolerances, before offering a customized approach tailored for their specific needs.”


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Built upon a legacy of trust and hard work, Scholtz & Company achieves success for our clients with comprehensive investment management and holistic financial advice.

Contact Us 

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

Phone: 203.714.9900

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

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