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Your Path to Financial Success Starts Here

Navigate your personal finances as expertly as you run your company.

At Schulz Wealth, we specialize in empowering leaders like you to achieve financial independence and leave a lasting legacy. Schedule a consultation today and start planning your financial future with confidence

Focused On Your Financial Future

Our Services
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Assessment and Analysis

Assessment and Analysis

Your financial future starts with clarity. Our Assessment and Analysis services provide a detailed picture of your current financial standing, including personal financial statements, estate and investment planning, tax strategy evaluation, and cash flow analysis. By understanding where you are today, we can develop precise, personalized strategies to help you reach your long-term goals. This is the foundation of intentional wealth management for successful individuals and families.

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Planning and Protection

Planning and Protection

Life is full of transitions—planned and unexpected. Our Planning and Protection services are designed to safeguard your wealth through every phase. From business succession planning and buy/sell agreements to retirement income strategies, insurance optimization, and asset protection, we help ensure your financial plan is resilient. We work with you to preserve what you’ve built while preparing for what comes next.

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Management and Monitoring

Management and Monitoring

True wealth requires consistent, proactive attention. Our Management and Monitoring services provide ongoing support, so your financial life remains efficient, organized, and aligned with your goals. We oversee investment portfolios, coordinate tax reviews, manage bill payments, and offer financial reporting and ledger accounting. With Schulz Wealth, your money works for you—backed by the discipline and oversight of seasoned financial professionals.

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Lifetime Legacy

Lifetime Legacy

Your wealth is more than numbers—it’s a story that can outlive you. Our Lifetime Legacy services help you create a meaningful, lasting impact through second-generation education, charitable and foundation planning, and estate monitoring. Whether you’re focused on family stewardship, philanthropy, or both, we work with you to design a legacy that reflects your values and secures your vision for future generations.

A Financial Team That Cares

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Robert R. Schulz, CFP®

President & Founder

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Austin M. Smith, CFA®, CFP®

VP & Chief Investment Officer

SW Meet The Team

Krystal LaFollette

Financial Planning Associate

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Diane DeCaprio

Operation Specialist

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Alondra Matute

Executive Assistant

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Garret Smith

Office Assistant

What Sets Schulz Wealth Apart

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.

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Vigilant management, clear communication.
You’ll never wonder where you stand. With regular updates, face-to-face reviews, and market insight you can trust, we stay ahead so you can stay confident.

We’re driven by legacy.
Our founder’s personal story fuels our mission to protect families and businesses through proactive planning. We’re here to make sure your hard work leads to lasting impact.

No fluff. Just straight talk.
You’ll get expert guidance, delivered in plain English, from people who care. We believe trust is earned through honesty, not hype.

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Schulz Wealth Blog & Podcast

Stay informed and inspired with Schulz Wealth's latest insights and expert discussions with local business owners. Explore our blog and podcast for insightful anecdotes, in-depth analysis, financial tips, and strategies tailored for executives, business owners, and partners. Knowledge that empowers, delivered straight to you.

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 reflect a deepe...

P&L: Priorities & Lifestyle Episode 83 - Preparing For Life After Your Business with Matt Michel

P&L: Priorities & Lifestyle Episode 83 - Preparing For Life After Your Business with Matt Michel

P&L: Priorities & Lifestyle Episode 83 - Preparing For Life After Your Business with Matt Michel Matt Michel joined me this week for a deep dive into the psychology of a bu...

P&L: Priorities & Lifestyle Episode 82 - Estate Planning As An Entrepreneur with Tammy Silvas

P&L: Priorities & Lifestyle Episode 82 - Estate Planning As An Entrepreneur with Tammy Silvas

P&L: Priorities & Lifestyle Episode 82 - Estate Planning As An Entrepreneur with Tammy Silvas Tammy Silvas, Founding Attorney of Silvas Law, joined me this week to talk abo...

Your Legacy Matters

Let’s Start a Conversation About Your Future

Your goals. Your business. Your legacy.

You’ve worked hard to build something meaningful—now it’s time to make sure it lasts. At Schulz Wealth, we partner with successful business owners, executives, and families to turn complexity into clarity. In your free consultation, we’ll learn more about what matters most to you and explore how our customized approach can help you build a future with purpose and confidence.

Schedule A Free Consultation

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