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Our Process

Crafting Futures. Building Legacy.

At Schulz Wealth, our approach is simple: we listen, we plan, and we act with purpose. Every client engagement begins with understanding your goals, your business, and your values—so we can help you make confident financial decisions that support both your present and your legacy. We’re not here to sell products. We’re here to build long-term, trusted partnerships through clarity, communication, and action.

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Why Our Approach Works for Business Owners

As business owners ourselves, we understand what keeps you up at night—unpredictable cash flow, succession planning, and how your personal finances are deeply intertwined with your company. Our approach is built specifically for entrepreneurs and business leaders. We help you make informed decisions that support both your business growth and your personal wealth. From strategic tax planning to exit strategies and risk management, we work alongside you to ensure your hard work builds lasting value—for today and the future.

Our Investment Process

Here at Schulz Wealth, we do not pretend to know what will happen next. Instead, we are on watch and ready at all times. Our goal is to capture returns and protect against losses, no matter where they present themselves.

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The strategies

Aegis Has You Covered

Nobody knows exactly where future gains and losses are coming from. The good news is that with Aegis, you don’t have to know. Thanks to technology and our comprehensive approach to portfolio construction, Aegis is capable of simultaneous operation against many kinds of market threats at once— while still capturing gains, wherever they may be.

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Aegis Investment Defense System Overview

Learn more about our proven path to financial clarity and legacy-building.

Ready to Take Control of Your Financial Future?

Let’s talk about how our proven approach can help you reach your goals—with intention and clarity.

Schedule Free Consultation

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