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.

100%

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

50-90%

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

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
How to Gladly NOT Sell Your Business for Top Dollar

How to Gladly NOT Sell Your Business for Top Dollar

How to Gladly NOT Sell Your Business for Top Dollar
P&L: Priorities & Lifestyle Episode 87

P&L: Priorities & Lifestyle Episode 87

P&L: Priorities & Lifestyle Episode 87 Differentiating Your Business with a Powerful Narrative with Ron Brissette This week on P&L,…
P&L: Priorities & Lifestyle Episode 86 

P&L: Priorities & Lifestyle Episode 86 

P&L: Priorities & Lifestyle Episode 86 How We're Navigating 2025's Market Volatility with Austin Smith This week on P&L, I’m joined by…
The AEGIS Investment Defense System: A 360-Degree Approach to Wealth Protection

The AEGIS Investment Defense System: A 360-Degree Approach to Wealth Protection

The Problem with Conventional Investment Thinking
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