The Mutual Trust Advisory Group Difference

 

Transparency

Our financial planning and investment management services are delivered in a clear fee structure that includes all that we do for you.

 

Mutual Alignment

We are committed to making a career out of providing sound advice, not product sales with commissions.

 

Tax Planning

We understand the tax consequences related to your investments. We provide proactive guidance to help minimize taxes over your lifetime.

 

Collaborative Planning Process

Though a systematic process, we strive to bring peace of mind from thoughtful planning and execution.

 

Personal Service, Accessible Advisors

We genuinely care about your financial future and take pride in providing personalized service.

Services

A Consultative and Customized Approach

Comprehensive Financial
Planning

Investment Advice

Retirement Income
Planning

We start with an introductory "Personal Needs Assessment" meeting, designed to allow you to share basic information about yourself and help us to understand your goals and objectives. From there, we move to our "Strategic Planning Phase" where we shape and define a tailored client-advisor relationship based on the scope of the work. We work closely and collaboratively to help educate you and bring clarity on economic and financial concepts. Our customized approach is designed to allow your goals and resources to work together.

Team

Scott R. Schatzle, CFP®

Founder

Ruth Wendl

Advisor’s Assistant

Resources

Investing based on facts, not feelings

We believe in data and evidence, not gut feelings and hot trends. Our investment strategy is built on empirically-tested concepts, hard facts and academic evidence taken from decades of hard-working scholars and Nobel Prize winning research. We call it evidence-based investing and it’s our commitment to you.

A Foundation Built on Great Ideas

The Value of Advice

 

We use portfolios designed by Dimensional Fund Advisors. Mutual Trust Advisory Group and Dimensional Fund Advisors are independently owned and operated.

Contact

Solid relationships are built on a foundation of trust, and it’s our responsibility to earn that from you.

 

Should be Empty:

 

Estero Office location:

9480 Corkscrew Palms Circle, Suite 3 Estero, FL 33928

Fort Myers office location:

6830 Porto Fino Circle, Suite 1 Fort Myers, FL 33912

 

Fee-Only Financial Planning Firm serving Estero, Bonita Springs, Fort Myers, and Naples

Phone

(239) 204-4333