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

Wealth Management

 

We act as the private "CFO" for our clients. Our wealth planning process focuses on developing a clear picture of your unique needs and goals, and leads to a personalized action plan that aligns strategies with those goals. We meet regularly to review the progress towards reaching those goals, which we feel is necessary for success.


Trusted Advisors 

Our holistic approach to wealth planning starts with your relationship with our team which is made up of highly experienced professionals who begin with a core planning review that helps enable you and your family to:

Identify and prioritize your goals and concerns
Review net worth to gauge progress to goals

Articulate how you oversee your investments and view your personal tolerance for investment risk

Review a checklist of important estate documents, including wills, powers of attorney, living trusts and beneficiary designations


Management & Montioring 

We actively manage your investments and make adjustments as necessary to keep the plan in step with your changing circumstances. You'll always know where you stand with access to:

Monthly statements showing account activity

Quarterly performance reports

Periodic market updates and commentary

Online access to account information and statements


Total Wealth Planning 

We also provide advice and guidance on the other components of your wealth plan, including:

Retirement and cash flow planning

Company benefits and equity compensation analysis

Risk analysis and insurance planning

Investment planning and asset allocation

Education funding analysis

Estate services 

Charitable planning

Corporate executive planning services

Business advisory services
 

Asset allocation cannot eliminate the risk of fluctuatig prices and uncertain returns. The Schulten Group of Wells Fargo Advisors and Wells Fargo Advisors are not legal or tax advisors. However, we will be glad to work with you, your accountant, tax advisor and or lawye to help you meet your financial goals.

 

 

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