The Schulten Group of Wells Fargo Advisors

CONNECT

Address:

6700 East Pacific Coast Hwy. Suite 170
Long Beach 
, CA 90803

Phone:

562-799-2190

Fax/Other:

562-799-2189

Family Matters

 

Building and preserving your family's wealth requires experienced, thoughful counsel and financial problem solving to help sustain your family's wealth from generation to generation.

Our team of financial professionals can help set up plans to help coordinate day-to-day financial matters such as bill payments, quarterly tax payments, and tuition payments, but we also provide education and communication for the next generation. Our financial counsel and managing your family's financial needs covers many areas including:

Education planning

Financial Literacy for Children

Career changes

Child Living Expenses

Healthcare for Parents and Assisted Living Expenses

Marriage

Divorce investment planning

Death in the family

Document Retention

Healthy Living

Investment Services for Veterans

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals