Advisor photo for Daniel Schultz

Daniel Schultz

CFP®, BFA, CRPC, CDFA®, APMA, CLTC®

Private Wealth Advisor
Managing Director
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

I’ll work with you to provide personalized financial advice that helps you navigate your short-term financial needs while staying focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
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Honored to be recognized in Forbes

I’m excited to share that Brightside Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.