Schulz Wealth
Schulz Wealth helps successful business owners navigate personal
finances as expertly as they run their companies. The independent wealth
management firm, with offices in Mansfield and Las Colinas, Texas, guides
clients in comprehensive financial planning and management, from estate
and tax planning to investments and an eventual business sale or
transition. Every business owner will inevitably leave their business,
whether planned or not. Schulz Wealth guides business owners in creating
personal financial success today, giving them the freedom to shape their
tomorrow on their own terms.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.