Schultz Wealth Management of Janney Montgomery Scott LLC

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Schultz Wealth Management of Janney Montgomery Scott LLC

At Schultz Wealth Management, we provide tailored recommendations to fit your specific needs. A goal Our page and updates are intended for U.S.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. residents only. For information about how Janney may use the infor

mation you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

06/11/2026

Planning for a longer life starts with planning for sustainable income in retirement. This article highlights key considerations for building an income strategy that aligns with your long-term goals.

Read more: https://bit.ly/4fGuLaL

06/04/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/4dZvpgX

05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/4x0RYuG

05/26/2026

05/25/2026

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and commitment to our freedom.

05/18/2026

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Janney’s Investment Strategy Group for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead. Register here: https://bit.ly/430G861

05/14/2026

Saving for college is an important step. Understanding how to use those funds is equally important.

This article highlights key considerations for evaluating college savings withdrawals, including tax implications, financial aid considerations, and withdrawal timing. Learn more: https://bit.ly/4nxdMcT

#529

05/10/2026

Wishing a happy Mother’s Day to all the wonderful moms and mother figures who inspire us with their love, strength, and dedication.

04/30/2026

When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Learn more: https://bit.ly/4dg1LVB

04/22/2026

Happy Earth Day! Let’s take a moment to appreciate and preserve the natural wonders of our planet.

Address

3630 Peachtree Road NE Suite 850
Atlanta, GA
30326

Website

http://schultzwm.com/

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