Our Partners
As a client of Schantz Wealth Services, you receive the vast experience and advice of our partners. You benefit from the depth of our combined experience. This combination allows us to offer you the personalized attention and solutions of a small firm combined with the strength, expertise, resources and technology of a leading independent broker/dealer.
We are a powerful partnership working for you!
Our strategic partnerships with Fusion Advisor Network and NFP Advisor Services, LLC enable us to access resources that provide you with enhanced wealth management strategies for your unique financial needs.
Fusion Advisor Network is a membership organization comprised of some of the top independent financial advisory firms across the country. Through this network, Schantz Wealth Management receives top-notch practice management support and a community of like-minded advisors to share ideas best practices with. These shared practices translate to better service, product and solutions designed specifically with our clients in mind.
NFP Advisor Services, LLC (NFPAS)
NFP Advisor Services, Inc1 (NFPAS) is one of the nation’s leading independent broker-dealers*. Think of them as our back office. NFPAS provides us with access to some of the leading financial solutions and products and maintains no proprietary products; which ensures we are providing you with optimal solutions for your financial needs. NFPAS ensures that the implementation phase of your financial plan is executed with the same attention to quality as was the planning process.
1NFP Advisor Services, LLC is a wholly owned subsidiary of National Financial Partners Corp., a publicly traded firm on the NYSE
*Ranked 10th based on total revenue (2010) financialplanning.com June 2011