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.

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.

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.