Jeffrey C. Schultz

Principal, Registered Investment Advisor and Chief Compliance Officer

Jeff is the Principal, Registered Investment Advisor and Chief Compliance Officer of Sage Wealth Advisory, LLC. He focuses on delivering sound financial solutions and maintaining strong personal relationships with his clients. Jeff specializes in managing high-net-worth relationships grounded in asset management, trust and estate planning. Over the years, Jeff has worked with individuals, families, non-profits, and municipal entities to meet their investment management and planning needs.

Jeff has over 20 years of experience in Finance with a large broker-dealer and a mid-sized private bank. Jeff earned a Bachelor of Science degree in Finance from St Cloud State University. He also holds a Certified Trust and Financial Advisor (CTFA) designation and is an Accredited Fiduciary Investment Manager (AFIM).

In his spare time, Jeff loves spending time with his son, Teddy, family and friends. He enjoys time on the lake in the summer, running outdoors and woodworking projects.

Jeffrey C. Schultz
1412 Fairacre Lane SW
Willmar, MN 56201
This email address is being protected from spambots. You need JavaScript enabled to view it.
(320) 403-3921

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