What We Do

Think back to when you launched your business. Why did you do it? What did you hope to accomplish – for yourself, your family, your employees and the community? In a perfect world, every decision you make between the day you open your business and the day you step out of it should lead towards those goals.

This is why Schulz Wealth exists – to guide you through creating and managing a comprehensive financial plan that puts you on a path to the right kind of exit: one with the payoff you and your family worked hard to achieve.

Our Services

Assessment and Analysis

  • Personal Financial Statements 
  • Estate Plan
  • Investment Plan
  • Cash Flow Analysis
  • Tax Strategies

Management and Monitoring

  • Line of Credit Management
  • Financial Reporting
  • Ledger Accounting
  • Bill Pay
  • Investment Management
  • Tax Review

Planning and Protection

  • Business Transition
  • Asset Protection 
  • Insurance Planning 
  • Buy/Sell Planning
  • Retirement

Lifetime Legacy

  • 2nd Generation Education
  • Foundation and Charitable Planning
  • Estate Monitoring

What Makes Us Different

We get you. 
We are experts at working with business owners and their families, with a deep understanding of the unique financial pressures, opportunities and challenges they navigate.

Your interests come first. 
We aren’t tied to specific financial products or companies, and we don’t receive commissions or sales incentives – so we’re focused solely on what will create the best outcomes for you, your business and your family. 

We offer our proven process with purpose.
We work with INTENTION. 
Business success takes vision, a deep understanding of the market and deliberate planning, followed by skillful execution. So does reaching your financial goals. We’ve helped hundreds of business owners, like you, chart their desired financial destination and a path to reach it. 

We are always monitoring, always communicating. 
We invest with VIGILANCE. 
Many advisors will “set and forget.” With us, you’ll have a weekly update, and we’ll meet face-to-face twice a year to talk about progress towards your goals. We’re always scanning the horizon for you, and you’ll hear from us personally about opportunities or changes in the market. 

For us, it’s personal. 
Our MISSION drives us. 
Rob Schulz founded the firm to ensure no family would experience what his did when his father died unexpectedly: the exit of a business owner before financial plans have been made. His passion for safeguarding the future of families like his is at the core of why our entire team does this work. 

No pretense. 
Sure, there’s no Wall Street machine’s logo on our door. But what you get is better: real people, genuine handshakes and a complete focus on you. You’ll always have our deep knowledge of the markets and how to navigate them – in English, no punches pulled, no posturing.


Awards and Accolades




Top Financial



2017 Fiduciary September