Broker Check
Pat Schultz, CFP®, CIMA®

Pat Schultz, CFP®, CIMA®

Wealth Advisor & CEO

(704) 413-6648

pat@harrimanhallwealth.com

After starting my career on the institutional side of finance, I realized I wanted something more personal—something where I could see the real impact of my work. I’ve always been drawn to helping people reach their goals, and wealth management gave me a way to combine my technical knowledge with that deeper purpose. Over the last 20 years, I’ve helped individuals and families build confidence in their financial future and retire with peace of mind.

I founded Harriman Hall Wealth to focus specifically on those approaching or early in retirement. I’ve seen too many people overwhelmed by uncertainty, unsure if they were making the right decisions. I wanted to build a firm centered around clarity, education, and a process that gives people real confidence—not just in their finances, but in the life they’ve worked hard to create.

Outside of work, my world revolves around my family. My wife Caitlin and I have been together since high school, and we’re raising our three kids—Callan, Rory Jack, and Hazel. I coach their teams whenever I can and bring the same values to my practice: encouragement, confidence, trust, and showing up with purpose.

For More Information or Questions, Contact:
pat@harrimanhallwealth.com