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Award-Winning Wealth Management In Collegeville, PA 

Call 267.227.0935

We believe every dollar of your wealth deserves extreme due diligence. 

At Schultz Wealth Management, we take great care helping you develop your personalized portfolio strategy. Our goal is to help you feel confident about your wealth — while having a little fun discussing its progress, performance and potential.

How We Believe We're Different
From Other Collegeville, PA Wealth Advisors




Bill Schultz, CFP®, Managing Director
, was named a 2022 Five-Star Wealth Manager, a distinction reserved for those who meet 10 objective evaluation criteria and provide quality service to their clients. 


Advanced Certifications 


Bill has also earned the CERTIFIED FINANCIAL PLANNERTM designation. As part of this extensive training, he expanded his scope of practical, real-world expertise to help manage his clients’ assets more effectively. 

The Five Star Wealth Manager award was issued in 2022 by Five Star Professional (FSP). Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not Job# Client Title Length Date WFA-PG-3733 The Princeton Group Schultz Wealth Management Subpage 8.28.23 Version 2.1 manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit

Our Services Include

  • Investment Planning 

  • Estate Planning Strategies 

  • Tax Efficient Planning Strategies 

  • Wealth Plan Development 

  • Liability Management Strategies 

  • Insurance Planning 

  • Retirement Savings and Income Planning 

Financial Advisor meeting with clients

Who We Serve


Our well-rounded knowledge and experience allows us to serve clients of all ages, assets and backgrounds: 








Business Owners
and Entrepreneurs

family running on beach

We currently manage wealth for

220 Households

gold-bar.jpg    as of May, 2023

We’re Responsible for

$110M AUM

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In addition, we serve our community at large, serving on the boards of the Perkiomen Chamber of Commerce and Business Networking Collegeville.

TPG_Matt-Bill-David_office.jpgWorking With Us

Trust is key to any relationship — especially one involving your hard-earned wealth. So, you can expect us to live up to our word.

If we say we’ll make suggestions to improve your wealth management plan, we will strive to meet that goal. If we tell you we’ll follow up in an hour, we’ll try to do it even sooner. 

You can also expect us to follow an extremely detail-oriented process to help ensure: 

  • We’re likely to develop and maintain a solid partnership 

  • A realistic retirement income plan 

  • Consistent communication and check ins 

  • Portfolio reviews and rebalancing 

  • Your wealth is promoting your best possible life 

We’re excited to learn about your goals — and take the extra steps to research and present your personalized strategy.