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.