Who We Serve

At Schulz Wealth, we specialize in working with successful individuals who are ready to take full ownership of their financial future. Our clients are decision-makers, risk-takers, and legacy-builders. They’ve worked hard to achieve their success, and they value having a team of experts in their corner—people who understand where they’ve been and where they want to go.

We understand the unique challenges and opportunities that come with running a business and managing significant wealth. Our clients often face complex questions:

• How do I prepare my business for sale or transition?

• How do I protect what I’ve built from unexpected risks?

• How can I align my investments with my long-term goals?

• How do I ensure my family is taken care of for generations to come?

That’s where we come in. We help business owners:

• Design exit and succession strategies that preserve value

• Navigate tax complexities and create efficient cash flow plans

• Manage investments with a focus on risk and long-term returns

• Build and protect a legacy that reflects their values and vision.