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Joseph S

CFP®, Series 63, Series 66

Holmdel, NJ

HBKS Wealth Advisors

Joseph Schultz is a CFP® certificant with 31 years of industry experience, currently working at HBKS Wealth Advisors. He previously spent 11 years at Ladenburg Thalmann & Co. Inc. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs tailored portfolios managed on a discretionary basis and offers a broad range of strategies without specializing in any single investment area.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
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