Tomlinson Wealth Management is Now Schott Financial Management—Bringing 3 Generations of Financial Expertise to Locals
By Amy Garbo
Although the name is changing, the legacy continues: Schott Financial Management—formerly Tomlinson Wealth Management—brings to Prescott three generations of financial expertise. Advisor Steve Schott, a ten-year veteran of the financial business and the son-in-law of Andy Tomlinson, will take the helm.
Steve is practically a Prescott native, having attended local public schools graduated from Prescott High School.
Schott Financial Management prides itself in making investing accessible to everyone and requires no account minimums. The firm provides investment services, tax reduction strategies, creative estate planning, IRA rollovers, 529 College Plans, and much more.
Steve works with a support team that includes three licensed assistants, ensuring the highest level of customer service. Schott Financial Management blends financial know-how with small-town values helping clients and their families build and preserve wealth for generations to come.
Steve holds an undergraduate degree in finance from the University of Denver and an MBA from the University of Arizona, and has extensive expertise in small business ownership, customer service, capital management, and community involvement. He previously owned an office products company with four locations in northern and western Arizona and was part owner of Prescott Honda.
You can learn more about Schott Financial Management at www.SchottFinancialManagement.com.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Schott Financial Management are not affiliated.