Business owners know first-hand: success doesn’t happen by chance. The same is true of building wealth. 
 
Schulz Wealth specializes in guiding successful business owners in creating personal financial success. We have a deep understanding of the unique pressures, challenges and opportunities that you and your family face – and how to create personal financial freedom that ensures a future on your terms.
Protecting Your Success

100%

of business owners will leave their company one day, whether planned or not.

Planning Your Transition

50-90%

of a business owner’s net worth can be tied up in the value of the business.

Preserving-1

Only 20%

of business owners have a written plan for their exit.

Source: Business Owner Survey Report, 2019, Business Enterprise Institute, Navix Consultants

Our Featured Posts
P&L: Priorities & Lifestyle Episode 75

P&L: Priorities & Lifestyle Episode 75

P&L: Priorities & Lifestyle Episode 75 - Recruiting In The Trades with John Sherk We’re kicking off 2025 with a relevant topic in…
P&L: Priorities & Lifestyle Episode 74

P&L: Priorities & Lifestyle Episode 74

P&L: Priorities & Lifestyle Episode 74 - Proper Business Etiquette In The Modern Workplace with Robin Marriott This week’s…
P&L: Priorities & Lifestyle Episode 73

P&L: Priorities & Lifestyle Episode 73

P&L: Priorities & Lifestyle Episode 73 - Adapting To Change In Real Estate Development with Kim McCaslin If there’s one certainty…
P&L: Priorities & Lifestyle Episode 72

P&L: Priorities & Lifestyle Episode 72

P&L: Priorities & Lifestyle Episode 72 - Thriving In An Ever-Evolving Industry with Brian O'Neil Brian O’Neil is the CEO of…
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Mansfield, Texas 76063

 

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Irving, Texas 75038

 

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© 2024-2025 Schulz Wealth. ©2024-2025 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. Registration does not imply a certain level of skill or training. 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 by 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 type 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.