Patrick SchultzPatrick SchultzExecutive Director, Wealth Planning and Advice
About Patrick
Patrick Schultz leads the Central Division of J.P. Morgan Wealth Management's Wealth Planning and Advice team, which is responsible for wealth planning, thought leadership, and strategic planning for individual clients. This team of former practicing lawyers works with clients and their tax and legal advisors1 to provide client facing expertise in estate and tax planning strategies, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post- transactional planning, concentrated position management, and other personal planning strategies. The team provides internal training to the J.P. Morgan Wealth Management sales force on these topics and also creates educational content for distribution to the public. Prior to his current role with J.P. Morgan Wealth Management, Patrick was a Senior Wealth Strategist with Charles Schwab's ultra-high-net-worth offering, the Chairman's Circle. As a Senior Wealth Strategist, Patrick worked with Financial Consultants to provide their Chairman's Circle clients with a holistic wealth management experience. Patrick worked with clients to help them understand, coordinate and improve their estate plans and wealth transfer vehicles. This process involved evaluating a client's estate planning documents to see how their documents fit into the big picture of multi-generational wealth transfer, charitable planning, tax planning and business succession planning. Prior to his role at Charles Schwab, Patrick was a partner at the law firm of Walden and Schuster, S.C, where he represented high-net-worth clients with their multi-generational wealth planning needs. Patrick earned a B.A. in history from the University of Wisconsin - Milwaukee and a J.D. from Marquette University Law School.
Insights
Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Big market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Market Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read Now
So long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read Now
What to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read Now
What the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read Now
Three ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read Now
Retirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read NowToday’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read NowBig market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read NowMarket Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read NowSo long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read NowWhat to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read NowWhat the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read NowThree ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read NowRetirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read Now