NICK SCHULTE

CPA,CFP®, AIF®

Co-Owner

Nick has been interested in financial planning and wealth management since he was a sophomore in high school at Saint Xavier in Cincinnati.  A finance graduate from the University of Cincinnati class of 2010, Nick has been working full time in the financial services industry since 2007, along with part time work dating back to 2006. He started working at Western & Southern Financial Group after graduation from college, working directly with financial advisors.

 

 

After working at W&S for about 2 years, he wanted to fulfill his dream working for the family business. As a young professional in a field with so many veteran business people, he has worked diligently pursuing knowledge in the industry to keep up with current and best practices in the industry and continuously sharpening his skills. Nick is a CERTIFIED FINANCIAL PLANNERTM, Accredited Investment Fiduciary®, and a Certified Public Accountant. Nick was one of the youngest people in the country to become both a CFP® professional as well as a CPA licensee.

 

 

Nick prides himself on his ability to collaborate with clients to come up with financial plans that are realistic and achievable and help them feel at ease with how to achieve their goals through saving, investing, and minimizing taxes. His responsibilities include meeting with clients to develop comprehensive financial plans, performing investment research, acting as the Chief Compliance Officer for Brass Tax Wealth Management, and performing behind-the-scenes financial and tax planning for clients.

 

 

Nick lives with his lovely wife Ianthē in Sharonville with their two sons, Porter and Elliott. They love to spend time at Lake Norris in Tennessee in the summer and spending time enjoying the outdoors at home when the weather is nice, or listening and dancing to Nick’s large vinyl collection when indoors. They volunteer at and attend Holy Trinity - St. Nicholas Greek Orthodox Church in Finneytown, OH.

ABOUT

An independent financial advisory firm in Cincinnati, Ohio that guides clients toward wealth clarity through holistic financial management and education.

LINKS
CONTACT
SCHULTE GROUP

Address: 4755 Cornell Rd,

Blue Ash, OH 45241

Phone: 513.791.4575

Email:  lschulte@suscpa.com

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