All Posts By

Rob Schulz

Our Client Process

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Our client process is designed to guide you successfully thru your financial goals. It starts with the creation of your initial personal financial statement, cash flow, and financial plan. From...
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Our Investment Process

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Schulz Wealth uses Modern Portfolio Theory (MPT) as the basis for all of our portfolio decisions. We strive to identify dimensions of equity returns like momentum, value, and small cap...
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