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Who We Serve

Strategic Guidance for Business Owners, Executives & Families

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.

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Business Owners & Entrepreneurs

You’ve built something from the ground up. Whether you're navigating growth, planning for succession, or preparing for an exit, we help you protect what you’ve built and strategically transition into what’s next. From business transition planning to tax strategies and estate considerations, we offer a full suite of services tailored to your unique challenges and opportunities.

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Corporate Executives & Partners

As an executive or partner, your financial world is complex. Deferred compensation, stock options, retirement planning, and risk management all require careful coordination. We help you simplify the moving parts and align every piece with your bigger picture—so your hard work creates lasting results.

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Established Families Planning for the Future

You care about what happens next—for your family, your business, and your legacy. We help families design multi-generational wealth strategies, incorporating education, charitable giving, estate planning, and ongoing management to ensure your values and wealth are preserved and passed on with intention.

Is Schulz Wealth Right for You?

We’re the right fit for individuals and families who:

  • Earn $400K+ annually or have accumulated significant investable assets
  • Own a business, lead a company, or are navigating a major financial transition
  • Want a long-term relationship with a firm that provides both strategy and clarity
  • Value transparency, independence, and direct communication
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Aegis Investment Defense System Overview

A proven path to financial clarity and legacy-building.

Ready to Work with a Team That Gets You?

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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