Schulz Wealth, Rob Schulz, Cfp, Austin Smith, CFA
(3 Reviews)
Recognized locally as well as nationally as a top tier advisor, we specialize in helping business owners navigate and achieve personal financial success. Our proprietary investment and planning processes are specifically designed for owners of closely-held businesses looking for help managing their estate planning, investments, tax planning and eventual sale or transition of their business.
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Highlights
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In Business Since 2013
Sentiment Analysis
They were responsive, supportive, and patient with our questions and concerns as we planned our retirement.
They were very easy to work with, provided great education and expertise, and put together a plan based on our goals.
In these uncertain times (and following the death of family members that included complicated financial matters), working with the Schultz Wealth management team has brought about tremendous peace of mind but also a game plan for our family's future.
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