Broker Check
239-687-3600
Client Login

Trusted Advice

We provide tailored wealth management strategies to support you and your family.

Learn More

Exceptional Service

Strategies that go wherever life takes you

Learn More

Making a Financial Difference

We work with you to make sure that you're always working towards your goals.

Learn More

How We Work

We believe that making clients like you a priority is what wealth management is all about.

Retire Your Way

Retire Your Way

No matter how you picture retirement, we'll tailor a strategy suited to your goals.

Wealth Management

Wealth Management is a process built around the coupling of an Investors Risk tolerance, asset management, estate planning and tax planning goals.

Learn More

Fixed Income

SCH Financial Group offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies...

Learn More

Corporate Retirement

Plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees...

Learn More

Legacy Planning

Legacy Planning at SCH Financial Group focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate...

Learn more
Understanding Money Market Funds

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.
The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
Learn More
Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More

Have a Question?

Thank you!
Oops!