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
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…
Why the Balance of Payments Is Quietly Reshaping the Business Landscape?

Why the Balance of Payments Is Quietly Reshaping the Business Landscape?

You may be asking what all of the concern around Treasury yields and a weaker dollar might be. You’re not alone. These shifts might seem like market noise, but they…
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