We are a true multi-family office applying technical experience and biblical wisdom to each family’s unique situation to help families make wise financial decisions and leave a lasting legacy. Our passion is navigating life with the families we serve as they seek to steward resources for Kingdom impact. Being an independent wealth advisor allows us to align our motivations to advance the best interest of the families we serve.
Wealth with Purpose
We are a true multi-family office applying technical experience and biblical wisdom to each family’s unique situation to help families make wise financial decisions and leave a lasting legacy. Our passion is navigating life with the families we serve as they seek to steward resources for Kingdom impact. Being an independent wealth advisor allows us to align our motivations to advance the best interest of the families we serve.
The Schubert & Company Difference
Since our founding, we concentrated our focus on enabling and encouraging clients to embrace the mindset of faithful stewardship, and as such, our approach to wealth management is making a lasting and eternal impact on the lives of our clients, their families, and the world. We use a highly consultative process to define each client’s values, relationships, and goals to maximize the longevity of their assets through investment optimization, tax efficiency, asset protection, estate planning, and complex charitable gifting.
The Schubert & Company Difference
Since our founding, we concentrated our focus on enabling and encouraging clients to embrace the mindset of faithful stewardship, and as such, our approach to wealth management is making a lasting and eternal impact on the lives of our clients, their families, and the world. We use a highly consultative process to define each client’s values, relationships, and goals to maximize the longevity of their assets through investment optimization, tax efficiency, asset protection, estate planning, and complex charitable gifting.
Take the next step and discover how Schubert & Company can partner with you and your family on your financial journey.
