Broker Check
William D. Schultz, CRPC

William D. Schultz, CRPC

Managing Partner

Bill currently serves as a Private Wealth Advisor and Managing Partner for Strategic Private Advisory Group. Bill began his financial planning career back in 1991 when he affiliated with Lincoln Financial Advisors.

In 1999, Bill established his personal planning practice focusing on the unique needs of business owners, affluent retiree’s and executives. As an advisor, Bill specializes in developing customized strategies for his clients in the areas of wealth accumulation and distribution,  estate preservation and business succession planning. Bill believes his team approach, utilizing a staff of specialists on both a local and national level,  empowers his clients with ideas to help achieve their financial goals.

Bill is a graduate of the University of Wisconsin-Madison, with a B.A. in Political Science. He has consistently qualified for Lincoln Financial Advisors  top honors and is a member of Lincoln’s Premier Partners* and prestigious Resource Group** where he currently serves on the Investment Committee. Bill and his family reside in St. Charles, IL where he enjoys spending time with his wife,  Francesca and sons Christian, Charlie and Kevin. He enjoys many outdoor activities and is involved with his children’s sports programs.

 

*An internal Lincoln Financial Network organization of top planners
**The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors