Business Details
Your Trusted Partner for Financial Advisory Services
At Schulte & Uhrig, CPA, we place intense client focus at the heart of every decision we make. Our dedicated team of advisors delivers forward-thinking financial guidance tailored to both personal and corporate needs. With a commitment to integrity, independence, and transparency, we cultivate enduring relationships through customized financial planning, portfolio management, and fiduciary advice. Our recent partnership with Brass Tax Wealth Management expands our resources while maintaining our shared values of client advocacy and personalized service.Led by President & CEO Justin Russell, we build a world-class firm driven by culture, serving clients and communities with grace and empathy. Partner and Wealth Advisor Neal Schulte, alongside his children Nick and Leah, continues to provide high-level service enhanced by Waverly's comprehensive resources.
Services
Private Client Services
Family Office
Institutional Consulting
Corporate Retirement Plans
Waverly Business Services
Waverly Women
Highlights and features
- We maintain a client-centric approach with personalized financial strategies
- Our team offers decades of combined experience in wealth management
- We operate under strict fiduciary standards with full transparency
- Our partnership with Brass Tax expands resources without compromising service
- We deliver customized solutions combining personal attention with institutional capabilities
What people say
Enhanced resources
Personalized financial strategies
High level of service
Continued expertise
Strong relationships
Services
Private Client Services
Our Private Client Services deliver customized financial strategies for individuals and families. We combine comprehensive portfolio management with personalized planning to address unique wealth goals. Clients benefit from our fiduciary approach and decades of experience in navigating complex financial landscapes.
Family Office
The Family Office service provides integrated financial solutions for high-net-worth families. We coordinate investment management, tax planning, and intergenerational wealth transfer strategies. Our team ensures seamless service delivery while maintaining strict confidentiality and personalized attention.
Institutional Consulting
Our Institutional Consulting service advises organizations on investment strategy and retirement plan management. We offer objective guidance for fiduciaries seeking to optimize plan design and investment options. Clients receive data-driven recommendations tailored to their specific organizational needs.
Corporate Retirement Plans
We design and manage comprehensive retirement plans for businesses of all sizes. Our Corporate Retirement Plans service includes plan selection, investment oversight, and compliance support. Employers benefit from our fiduciary expertise and access to institutional-grade investment options.
Waverly Business Services
Waverly Business Services offers tailored financial solutions for corporate clients. We combine strategic consulting with operational support to address business-specific financial challenges. Our services include cash flow management, investment strategy, and executive compensation planning for growing organizations.
People
Justin Russell
President & CEO
Justin Russell leads Schulte & Uhrig, CPA with a vision to build a world-class integrated firm. He emphasizes client service and community impact while driving strategic growth through partnerships like the Brass Tax acquisition.
Neal Schulte
Partner and Wealth Advisor
Neal Schulte brings extensive wealth management experience to Waverly. He focuses on delivering personalized financial strategies while ensuring access to enhanced resources through the firm's expanded capabilities and dedicated team.
Nick Schulte
Wealth Advisor
Nick Schulte provides tailored wealth planning solutions with a focus on client satisfaction. He works closely with his father Neal and sister Leah to maintain high service standards while leveraging Waverly's comprehensive resources.
Leah Schulte
Wealth Advisor
Leah Schulte offers personalized financial guidance as part of the legacy Brass Tax team. She collaborates with her father Neal and brother Nick to deliver consistent, high-quality service within Waverly's expanded platform.
Questions
What services does Waverly Advisors offer?
We provide private client services, family office solutions, institutional consulting, corporate retirement plans, and specialized business services tailored to individual and organizational needs.
How did the Brass Tax acquisition affect client service?
The partnership maintains your existing relationships while expanding access to resources and expertise through Waverly's integrated platform and dedicated team.
What investment approach does Waverly use?
We employ a fiduciary approach combining personalized financial planning with institutional-grade investment strategies tailored to each client's specific goals and risk tolerance.
What makes Waverly different from other firms?
Our combination of personalized service, fiduciary responsibility, and expanded resources creates a unique offering that balances boutique attention with institutional capabilities.
