We specialize in business owners.
At Schulz Wealth, we understand the financial complexities of running a business—because we’ve walked that path too. Our tailored approach is built for owners, presidents, and executives navigating growth, transition, and legacy planning.
Your goals come first. Always.
As independent fiduciaries, we don’t sell products—we provide solutions. With no commissions or hidden agendas, our advice is always in your best interest.
A process with purpose.
Our proven planning process helps you clarify your vision, build a strategy, and execute with precision. We don’t just set goals—we create actionable plans to achieve them.