With over 120 years of combined wealth management experience, The Schutz Perigo Group serves clients located across the country to build, protect, and eventually transfer wealth in the most responsible and efficient ways possible. We work diligently with clients to prepare comprehensive financial plans and investment solutions tailored to their individual needs. You only get one chance at retirement – we encourage you to make sure you’re working with the right professionals to ensure yours is a success!
Helping our clients achieve financial success is what gets us out of bed in the morning and has us hitting the ground running. We're excited to work with you to bring your financial strategy to life.
As you probably know, David and John teach several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much more. The Passport to Retirement class offers 7.5 hours of in-class instruction over a three week period. These classes also offer CPE credits for accountants.
In addition, we want to keep you up-to-date on the most recent changes in planning and your finances. To facilitate that, our team has recorded several videos covering a variety of topics we believe are most useful. You can watch at your convenience if it is something that interests you. Click on the link below to go to the full list.
We work with you to outline what's most important and craft a financial strategy around your needs.
We focus on building meaningful experiences for our clients, thanks to decades of experience.
Your goals are our goals. We're as invested in making sure you have a solid financial strategy as you are.
Managing Director, Financial Advisor
Vice President, Financial Advisor
Assistant Vice President, Associate Financial Advisor
Senior Client Specialist
Client Services Associate