Rick SchultzRick Schultz, CPWA®, CIMA®
Managing Director
Wealth 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
2023
Top Wealth Advisors Best-In-State
2024 • 2023 • 2022 • 2021

Barron's

Top 1,200 Financial Advisors
2022

About Rick

Rick Schultz is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

He brings extensive experience to craft bespoke strategies for the team's ultra-high-net-worth clients. Rick assists in managing each family's vast wealth—taming inherent complexity and helping navigate significant decision points.

A problem-solver by nature, Rick studies the individualized objectives of his clients, designing approaches that help address their unique requirements. He strives to create a very hands-on, personal approach within his relationships, fostering a boutique-like experience.

Over the course of his career, Rick has earned several professional designations that have helped deepen his understanding of the sophisticated challenges that his affluent clients often face. He is a Certified Private Wealth Advisor® (CPWA), an advanced credential centered on the intricate needs of ultra-high-net-worth investors. He is also a Certified Investment Management Analyst® (CIMA). These accreditations were conferred by the Investment Management Consultants Association through the Wharton School of the University of Pennsylvania and the University of Chicago's Booth School of Business.

Rick is a graduate of Pennsylvania State University, where he earned a B.S. in Finance with a minor in Mathematics. He lives in Potomac, Maryland, with his wife, Kristy, and their three children.

CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.

CIMA® and Certified Investment Management Analyst® are registered trademarks owned by IMCA Investment Management Consultants Association®.

Insights

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