Rick SchultzRick Schultz, CPWA®, CIMA®, CEPA®Managing DirectorWealth Partner
"I strive to create a very hands-on, personal approach within my relationships, fostering a boutique-like experience."
Awards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2026 • 2025 • 2023
Top Wealth Advisors Best-In-State
2026 • 2025 • 2024 • 2023 • 2022 • 2021
Barron's
Top 1,200 Financial Advisors
2025 • 2022
Top 1,500 Financial Advisors
2026
About Rick
Rick Schultz is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Rick brings extensive experience in crafting bespoke strategies for the ultra-high-net-worth clients his team serves, assisting families in managing vast wealth, taming inherent complexity and navigating significant decision points.
A problem-solver by nature, Rick studies each client's individualized objectives and designs approaches tailored to their most intricate requirements. He delivers a highly personal, hands-on advisory style that fosters a boutique-like experience within the global resources of J.P. Morgan.
Over the course of his career, Rick has earned several professional designations that deepen his skill in addressing the sophisticated challenges faced by affluent clients. He is a Certified Private Wealth Advisor®, Certified Investment Management Analyst® and Certified Exit Planning Advisor® professional. These accreditations were conferred by The Wharton School of the University of Pennsylvania, The University of Chicago Booth School of Business and the Exit Planning Institute, respectively. Rick is a graduate of Pennsylvania State University, where he earned a B.S. in Finance with a minor in Mathematics.
Married for 33 years, Rick and his wife, Kristy, have three children and share their time between Potomac, MD; Charleston, SC; and Duck, NC, remaining deeply engaged in each community.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute
A suite of strategies tailored to your needs
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CONNECT WITH USabout Alternative InvestmentsAlternative Investments
Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to: • Enhance the diversification of your portfolio; • Implement strategies which seek to enhance returns; • And help you access a broader range of investment opportunities. For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios. Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.Family Wealth Services
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services. • Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions • Family Philanthropy to initiate and/or elevate your giving and create meaningful change • Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more • Outsourced Family Office for support with the management of the family's financial and administrative needsHelping business owners prepare for what’s next
Your business likely represents a significant portion of your wealth. Helping you optimize the value of this asset requires careful advance planning, starting well in advance of when you’d like to sell. We work with business owners to create a personalized transition plan that complements their personal investing, banking and lending goals. This holistic approach can help you capitalize on all the hard work you have put into your business, and better position you and your family for the next stage of your life. Our team of specialists can support you with: • Exit options • Strategies to maximize the value of your business, including tax management and asset protection • Trust & estate planning • Transition planning Our goal is to help prepare you, your family —and your business—for what lies ahead and give you a roadmap to help you navigate transitions successfully.Tailored services for athletes
Our team works with athletes in many sports and stages of their careers. Drawing on our deep experience, we leverage the tailored wealth strategies and educational resources from the J.P. Morgan Athlete Center of Excellence, to help you balance the competing financial demands. • During your early years, helping you put in place the foundation you need to manage and simplify your financial life. • As you reach new heights, helping you build toward the goals you have for yourself and your family. • When it's time to hang up your uniform, standing by your side to help you create a vision for what's next and start the transition before you stop playing. Our mission is to build a life-long relationship with you; offering personalized guidance that grows with you, through your professional career and into life after the game.
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Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.