Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year
UBS today announced that The Schultz Group in Phoenix, AZ has been named to the Barron’s Top 250 Private Wealth Management Teams list for 2026, marking the second year that the team has been the only Phoenix-based team on the list.
“Congratulations to The Schultz Group for once again being recognized on the Barron’s Top 250 Private Wealth Management Teams list. Steve, Stockton and their team are committed to building lasting relationships with high-net-worth individuals and families to help them navigate an increasingly complex financial landscape and achieve their financial goals,” said UBS Market Executive Justin Frame.
With over $3 billion in assets under management and 45 years of experience, The Schultz Group includes father/son wealth advisors Steven L. Schultz and Stockton M. Schultz, and financial advisor Justin M. Low. Steven Schultz, a financial advisor since 1981 and a portfolio manager since 2000, leads the team, working closely with clients on funding, charitable giving strategies, and long-term wealth planning to guide them through important financial decisions beyond investing.
