Is Your Personal Financial Strategy as Strong as Your Business?

You’ve built a successful business by making smart decisions, adapting to challenges, and keeping your long-term vision in focus. But what about your personal financial future? Is your strategy as strong as the business you’ve worked so hard to grow? With today’s economic environment, now is the time to ensure your financial plan protects what you’ve built and secures the future you envision—for yourself, your family, and your legacy.

At Schulz Wealth, we specialize in guiding business owners through smart, strategic planning that aligns personal and business wealth. Whether you're thinking about long-term growth, succession planning, or the right kind of exit, we’re here to help.

Let’s Talk

No pressure, no sales pitch—just a conversation about what matters most to you and how we can help bring your goals closer to reality. 

Schedule a call or meet us for coffee. Your future deserves the same level of strategy and attention as your business.

About Schulz Wealth

Rob Schulz founded our wealth management firm to ensure no family would experience what his did when his father died unexpectedly: the exit of a business owner before financial plans have been made. His passion for safeguarding the future of families like his is at the core of why our entire team does this work.

We’ve helped hundreds of business owners take control of their financial future, acting as their personal financial guides so they have the peace of mind that their family and their future is protected. Our door is always open, and we aren’t beholden to corporate agendas or quotas – we can focus completely on you and your best interests.