Smart Strategies for Every Stage of Your Journey

Schulz Wealth is a boutique wealth management firm. We specialize in helping business owners navigate every stage of their business, from startup to maturity and all the way through the all-important moment of transitioning to life after business.

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

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

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

Preserving Your Legacy

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

Recent Blog Posts
Set and Drift

Set and Drift

In my pre-adolescent years, I had access to a small private lake on a property my parents owned with several other families. I always wanted to be out on that lake, but…
P&L: Priorities & Lifestyle Episode 33

P&L: Priorities & Lifestyle Episode 33

  P&L: Priorities & Lifestyle Episode 33 – Getting the Right Insurance for Retirement and Security with Jon Thurmond Listen Now!    
Death and Taxes are Certain, but Maybe not Probate

Death and Taxes are Certain, but Maybe not Probate

Traditionally, when you die, your heirs have to go through a legal process of distributing your assets called probate. You are said to have died intestate if you die…
P&L: Priorities & Lifestyle Episode 32

P&L: Priorities & Lifestyle Episode 32

  P&L: Priorities & Lifestyle Episode 32 – Identifying Your Business' Market Value with Pam Vincent Listen Now!        
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