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
The Fog of War: Circumstances and Decisions

The Fog of War: Circumstances and Decisions

"War is the realm of uncertainty; three-quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty." -General Carl…
P&L: Priorities & Lifestyle Episode 47

P&L: Priorities & Lifestyle Episode 47

  P&L: Priorities & Lifestyle Episode 47 - Creating the Best Business to Work In with Ross Paterson   Listen Now!     
Unsystematic Risk

Unsystematic Risk

I often get questions from business owners that sound like, "Why should I buy stocks in the stock market when I can make a 40% return on my business?" This is…
P&L: Priorities & Lifestyle Episode 46

P&L: Priorities & Lifestyle Episode 46

  P&L: Priorities & Lifestyle Episode 46 - Selling a Business, Timing, and Recessions with Brad Purifoy   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.