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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
Our values shape every relationship, every recommendation, and every result.
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Independence
As a fee-only, independent firm, we work solely in your best interest—free from product sales or outside influence. -
Integrity
We do what we say, we say what we mean, and we always put your goals at the center of our advice. -
Education
We believe smart financial decisions are built on understanding. We take time to educate, explain, and empower. -
Long-Term Thinking
We plan for decades, not just quarters. Your legacy matters, and we treat it with care and foresight. -
Relationship-Driven Service
We’re not a call center. We’re a close-knit team who knows you by name—and shows up when it counts.
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