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Our Firm

We are an independent financial group in Cincinnati, Ohio that provides tailored and life-centered income solutions. We combine the sincerity of a family office and the sophistication of a 40 year financial management team to help clients create, preserve, maximize and enjoy their wealth.

 

Our story starts over 40 years ago in 1982 when Neal Schulte founded the still thriving, Schulte & Uhrig, CPAs, followed by the installation of Schulte Financial Group, LLC in 2003. We have applied the same founding principles of both original Schulte Group companies to create.  Brass Tax Wealth Management. Led by the next generation, brother and sister team, Nick and Leah Schulte, BTWM offers robust holistic financial solutions.

 

FIDUCIARY

We adhere to the “Fiduciary Standard,” which consists of a duty of loyalty and care, and simply means that the advisor must act in the best interest of his or her client at all times and in all circumstances!

 
OUR SPECIALIZED TEAM

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