About Schulz Wealth

Rob Schulz founded our wealth management firm to ensure no family would experience what his did when his father died unexpectedly: the exit of a business owner before financial plans have been made. His passion for safeguarding the future of families like his is at the core of why our entire team does this work.

We’ve helped hundreds of business owners take control of their financial future, acting as their personal financial guides so they have the peace of mind that their family and their future is protected. Our door is always open, and we aren’t beholden to corporate agendas or quotas – we can focus completely on you and your best interests.

Awards and Accolades

2022

Schulz Wealth Voted Best Financial Advisor in Arlington & Mansfield in 2022 Living Magazine, Living Magazine Readers Choice Award.

2019

Rob Schulz Named on 2019 INVESTOPEDIA 100 List of Top Influential Financial Advisors, Investopedia Top 100 Financial Advisor.

2019

Schulz Wealth Named by EXPERTISE as a Best Financial Advisory Firm in Arlington for 2019, Expertise Best Financial Advisory Firm.

2017

Rob Schulz Named on 2017 INVESTOPEDIA 100 List of Most Influential Advisors, Investopedia 100 Most Influential Advisors.

2017

Rob Schulz in 1st Class of Best Practices Advisors by Institute for the Fiduciary Standard, The Institute of Fiduciary Standard Best Practices Advisors.

 

Awards and Accolades

2022

Living

2019

Top Financial

Schulz

 2017

2017 Fiduciary September