Mutual Trust Advisory Group

Mutual Trust Advisory Group is a registered investment advisor based in Estero, Florida, offering personalized financial planning, investment management, and bundled wealth management services. Founded in 2016 and led by Scott R. Schatzle, Mutual Trust Advisory Group helps individuals and high-net-worth clients navigate complex financial situations. The firm creates customized financial plans covering cash flow, retirement, insurance, tax strategies, education funding, and estate planning. When managing investment portfolios, Mutual Trust Advisory Group operates with the authority to make trades on your behalf without asking first, tailoring asset allocation strategies to your specific risk tolerance and goals. The firm uses fundamental analysis and long-term and short-term purchasing strategies across a wide range of securities, including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Mutual Trust Advisory Group emphasizes a holistic approach to wealth management, coordinating with outside tax and legal professionals to implement your strategy while keeping your best financial interests in mind.