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
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
P&L: Priorities & Lifestyle Episode 85 

P&L: Priorities & Lifestyle Episode 85 

P&L: Priorities & Lifestyle Episode 85 The Importance of Integrity in Achieving Success with Vince Poscente Vince Poscente is a New…
P&L: Priorities & Lifestyle Episode 84  Understanding Your Business’s True Value with Patrick Lange

P&L: Priorities & Lifestyle Episode 84  Understanding Your Business’s True Value with Patrick Lange

P&L: Priorities & Lifestyle Episode 84 Understanding Your Business’s True Value with Patrick Lange All too often, business owners go…
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