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Award-Winning Advisor and Advocate
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Top Investments to Grow Personal Wealth
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Independent Fiduciary and Fee-only Advice
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Free Online Financial Plan with Account
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Human Access with No Minimum Deposit
Awarded best fund in America for strategy by Hedgeweek based
on performance data from Bloomberg at: SchutteCapital.com
Grow your account balance faster with us by investing
in a top-performing growth ETF per public data.
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Schutte Financial was independently awarded without compensation by Three Best Rated®, the Denver Business Journal, and the Denver Award Program.
Selection is based on stringent qualification criteria and multiple factors detailed on respective website or publication, including reviews, ratings, and services.
WELCOME TO SCHUTTE FINANCIAL
See our overview now to learn how we can help with your goals.
We are an independent fiduciary and Registered Investment Advisor.
Our vision is to be the top financial advisor choice in the United States.
Our mission is to help our clients reach their individual financial goals.
We provide trusted solutions for personal finances and wealth management, including custom planning, leading investments, and insurance contacts.
As a personal advocate, we can help achieve your goals with leading technology and a network team of professionals for comprehensive care.
After carefully listening to your goals and dreams, a competent and caring advisor can discuss options that support your personal financial plan.
Start with sharing your story and reviewing our service in a free consultation.
“Good people leave an inheritance....”
Reviews are from clients who are not compensated. Ratings are verified from independent sources including Yelp.com and Google.com.
FEATURED ON
Schutte Financial or Daniel Schutte has been featured at Facebook.com, Nasdaq.com, BusinessInsider.com, Investopedia.com, and MoneyGeek.com
See how to succeed and have fun while helping others with Schutte Financial.
ENJOY LEADING TECHNOLOGY
EMPLOY COMPREHENSIVE CARE
Managed portfolios with our Platinum service have
historically performed better than the typical private client.*
*based on data from ARC Private Client Indices
Why Start Investing Now?
Waiting Could Cost You $Millions
Achieve your goals with our online financial plan.
(click the Play button below to see a brief demo)
Free with a managed portfolio (no minimum with Platinum).
Request a free 30-day trial (no payment or obligation).
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Stress less and live more by consolidating multiple accounts and plans
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Prepare with a robust retirement plan including Monte Carlo simulations
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Save big with tax-efficient strategies and detailed liability estimates
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Identify and maximize cash flow with an easy-to-use budgeting tool
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Escape debt sooner by analyzing different payoff plans and strategies
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Support higher earning potential from education fund planning
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Capture goals with action step reminders for asset growth and protection
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Optimize income from Social Security and analyze annuity payouts
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Monitor progress and real-time updates with mobile access anywhere
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Enjoy peace of mind and get organized with a secure document vault
Simple
You bring your goals, we help with the rest.
Enjoy living your dreams while investing in your legacy.
• Customized and comprehensive approach for individual support
• No commissions for investment portfolio management
• No extra fees for broker assistance with insurance solutions
• User-friendly tools and mobile access for fast and easy tracking
• Convenient communication options including email or phone
Sound
You can trust our commitment to your success.
Enjoy personal confidence from professional care.
• Pressure-free and ethical process based on principles in the Proverbs
• Relationship focused service to support personal client goals
• Bank level encryption for secure transactions and document storage
• Values of integrity, competency, availability, and courtesy
• Dedicated market research and ongoing client account review
Smart
You are supported with modern intelligence.
Enjoy competence and winning performance.
• Experienced human intuition coupled with automated technology
• Modern techniques and advanced algorithms with leading strategies
• Automatic tax loss harvesting designed to reduce income taxes
• Superior diversification and automatic rebalancing to reduce risk
• Low-cost funds and no sales or transaction fees for better returns
As an independent fiduciary and Registered Investment Advisor (RIA), Schutte Financial provides trusted solutions for personal finances and wealth management, including custom financial planning, investments, and insurance.
Life is more than money, but it certainly can have an impact on a very personal level. If you want to spend more time with family, make an exciting purchase, help more with those in need, or have fun enjoying life, we would love to assist you with achieving those goals.
As your advocate, our mission is to empower you to believe in the values of your heritage and invest in the future of your legacy. Our principles include absolute integrity, wise financial advice, and strategies to create and preserve wealth with an inheritance that can be passed on.
Our goal to be an advocate for our clients begins with being an independent Registered Investment Advisor firm. As a result, we do not have sales quotas or pressure to buy something not needed or simply good enough. Instead, we have the privilege of selecting leading companies and technology according to public review to provide exceptional solutions for our clients.
Having a financial advisor who is both competent and truly cares can mean the difference in achieving your goals. With Schutte Financial, you can believe in your heritage and invest in your legacy.
Join us on mobile!
Download the “Schutte Financial” app to easily stay updated on the go.
