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
P&L: Priorities & Lifestyle Episode 37

P&L: Priorities & Lifestyle Episode 37

  P&L: Priorities & Lifestyle Episode 37 – Retirement Planning at 55 and Up with Marcia Mantell                      Listen Now!     
Schulz Wealth Economic Overview - Q3 2022

Schulz Wealth Economic Overview - Q3 2022

Things seem to be backward concerning the stock market and the economy right now. The better the economic data, the worse the stock market performs. Especially when…
P&L: Priorities & Lifestyle Episode 36

P&L: Priorities & Lifestyle Episode 36

  P&L: Priorities & Lifestyle Episode 36 –                     Starting from Less than Zero with The Loftons                      Listen Now!   
I Hate The Term

I Hate The Term "Retirement"

I hate the word “retirement” even more as I get older and closer to it myself. Why do I hate it? The word itself does not even remotely sound like fun at all. Retire…
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