Your Journey Starts Here

Recognized locally as well as nationally as a top tier advisor, we specialize in helping business owners navigate and achieve personal financial success.  Our proprietary investment and planning processes are specifically designed for owners of closely-held businesses looking for help managing their estate planning, investments, tax planning and eventual sale or transition of their business. 

We understand the challenges. We understand the complexity. We have your back. 

Protecting Your Success

Protecting Your Success

Congratulations! You made it, and now have a successful business. Your singular focus has been the success of your business. Now that you’re here, what’s next?

Planning Your Transition

Planning Your Transition

There’s a 100% probability that someday you will no longer be a business owner and will need to transition your business. Make sure it is on your terms. Are you prepared?

Preserving-1

Preserving Your Legacy

Success creates financial complexity. You will need a well coordinated wealth management process to simplify decision making and properly execute.

We do real work towards real solutions.

Our Featured Posts
P&L: Priorities & Lifestyle Episode 44

P&L: Priorities & Lifestyle Episode 44

  P&L: Priorities & Lifestyle Episode 44 - The Secrets to Successful Business Buying and Selling with Alex Vantarakis   Listen Now!     
Charitable Giving

Charitable Giving

I have been an avid sportsman all my life. I have a hard time explaining to others, or even to myself why I enjoy the pursuit of wild game. It must be partly the…
Is ESG Investing Really the Positive Trend That Some Think?

Is ESG Investing Really the Positive Trend That Some Think?

  Back in the early ‘90s, while serving as a junior naval officer, my ship deployed for a six-month journey around South America. This extensive trip was marked by a…
P&L: Priorities & Lifestyle Episode 43

P&L: Priorities & Lifestyle Episode 43

  P&L: Priorities & Lifestyle Episode 43 - Wired to Win in Business and Life with Rob Knight   Listen Now!     
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Phone: (817) 405-4014

 

Mansfield Office
1752 Broad Park Circle North, Ste 110
Mansfield, Texas 76063

 

Irving Office

6363 State Hwy 161, Suite 225

Irving, Texas 75038

 

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© 2023 Schulz Wealth. © 2023 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.