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Who We Are
Crafting Futures. Building Legacy.
About Schulz Wealth
Personalized Wealth Management for Business Owners
Schulz Wealth was founded with a mission rooted in personal experience. After the sudden passing of his father—a business owner without a financial plan—Rob Schulz set out to ensure no other family would face the same uncertainty. That commitment to proactive, purpose-driven planning is the foundation of everything we do.
We specialize in comprehensive wealth management for business owners, helping you take control of your financial future with confidence. From business transitions and investment strategies to estate planning and legacy building, we act as your personal financial guide through every stage of life and growth.
As an independent, fee-only advisory firm, we’re free from corporate agendas and sales quotas. That means we focus solely on what matters most—your goals, your family, and your legacy. We’ve helped hundreds of successful individuals create clarity, security, and peace of mind through intentional financial planning.
At Schulz Wealth, our door is always open—and your future is always our priority.
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Our Mission
To help business owners create financial clarity, build lasting legacies, and confidently navigate every stage of life.
At Schulz Wealth, our mission is deeply personal. We empower successful entrepreneurs and professionals with proactive, comprehensive wealth management, so you can focus on growing your business while we protect what matters most. Our goal is to be more than your advisor; we’re your long-term partner, guiding you with clarity and intention through every decision and every transition.
Our Values
Creative Solutions
We deliver personalized financial strategies—not cookie-cutter plans. Every client has a unique path, and we design smart, tailored solutions to match.
We Execute
We follow through. From strategy to implementation, we take action and make sure your financial plan moves forward—on time and with precision.
Committed & Engaged
We stay involved. Through regular reviews and proactive communication, we’re always in step with your goals and ready to adjust as life changes.
Authenticity
No jargon. No sales pitch. Just real conversations, honest advice, and a commitment to doing what’s right—for you and your future.
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