We get you.
We are BUSINESS OWNER SPECIALISTS.
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 are INDEPENDENT ADVISORS.
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.
We are STRAIGHT SHOOTERS.
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.
