Schultz Wealth Management of Janney Montgomery Scott LLC

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.

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!
09/07/2026

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4gozca8

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/4z80xEO

08/06/2026
July is a natural time to pause, reflect, and refocus.A mid-year financial check-in can be an opportunity to assess your...
07/09/2026

July is a natural time to pause, reflect, and refocus.

A mid-year financial check-in can be an opportunity to assess your progress, revisit your priorities, and make thoughtful adjustments for the months ahead.

Wishing you a joyful Independence Day as we honor the courage and freedom that define our nation.
07/04/2026

Wishing you a joyful Independence Day as we honor the courage and freedom that define our nation.

06/25/2026

Your financial life moves with you, and your technology should too.

The enhanced Janney Online Access Mobile App makes it easier to stay connected to your accounts, access your financial plan, move money securely, and manage important information—wherever you are.

Watch the short video and visit our website to see what’s new: https://bit.ly/4g5Tg1s

If you weren’t able to join us live for our Mid-Year Market Update, you can still access the full conversation at your c...
06/24/2026

If you weren’t able to join us live for our Mid-Year Market Update, you can still access the full conversation at your convenience with our recently released replay. https://bit.ly/44s5XMJ

Wishing a happy Father's Day to all the incredible dads and father figures who fill our lives with love, wisdom, and lau...
06/21/2026

Wishing a happy Father's Day to all the incredible dads and father figures who fill our lives with love, wisdom, and laughter.

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3630 Peachtree Road NE Suite 850
Atlanta, GA
30326

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