Lasting relationships. For all that matters

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Family photos

Cari Schulz

Financial Advisor

Portfolio Manager

Celebrating 30 years as a Financial Advisor, Cari is a seasoned professional dedicated to helping her clients live a financially secure and meaningful life. Her investment experience includes retirement income planning, total portfolio management, tax efficient investing, and risk control strategies.

She works with multiple generations of families, business owners, and retirees.  Cari and her husband, Mike, love to hike, golf, and share Mike's beautiful photography. Their goal is to eventually visit all 50 states, all 254 counties in Texas, and spend as much time in the desert mountains as possible.

Registered States:
  • AL
  • AZ
  • CO
  • DC
  • FL
  • HI
  • KS
  • MA
  • MN
  • NC
  • NM
  • NY
  • OK
  • PA
  • TX
  • VA
  • VT


  • Bachelor of Science, Texas State University, 1987 - 1991


  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Custom portfolios
Estate planning strategies
Education planning
Alternative investments
Structured products
Sustainable investing
Multi-generational families
301 Commerce Street
Suite 2800
Fort Worth, TX 76102
  • (817) 347-3583

Email Me

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Retirement planning

Retirement planning


Investment Management

Multigenerational families

Multigenerational families

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

Wealth Manager of the Year

Environmental Finance IMPACT Awards 2020