Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®
Your Path to Financial Success Starts Here
5.0
Personalized wealth management for business owners, focusing on clarity, protection, and legacy building.
About
Founded by Rob Schulz after his father's unexpected passing without a financial plan, Schulz Wealth specializes in comprehensive wealth management for business owners. The firm offers personalized services including assessment and analysis, planning and protection, management and monitoring, and lifetime legacy planning.
As an independent, fee-only advisory firm, Schulz Wealth prioritizes client goals, family interests, and legacy creation, providing proactive, purpose-driven financial guidance through every stage of life and business growth.
Services
Assessment and Analysis
Provides a detailed picture of current financial standing, including personal financial statements, estate and investment planning, tax strategy evaluation, and cash flow analysis.
Planning and Protection
Safeguards wealth through business succession planning, asset protection, insurance planning, buy/sell agreements, and retirement planning.
Management and Monitoring
Provides ongoing support to keep financial life efficient, organized, and aligned with goals, including investment oversight and financial reporting.
Lifetime Legacy
Helps create a meaningful, lasting impact through second-generation education, charitable planning, and estate monitoring.
Credentials & Certifications
Reviews
