Schulz Investments

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Tax Smart Investing & Planning, located in Irvine, CA, specializes in wealth management with a strong emphasis on after-tax outcomes of investments. The firm aims to transition clients from a traditional reactive financial model to a proactive approach, ensuring optimal tax efficiencies in asset allocation and investment strategies. Focused on the unique needs of small business owners, business professionals, and retirees, Tax Smart Investing & Planning emphasizes the importance of integrating tax implications into all financial decisions. By collaborating closely with clients and their CPAs, the firm seeks to enhance wealth development and preservation while minimizing tax liabilities through strategic planning. Generated from the website

Our wealth ideology is heavily rooted in our investment principles, which form the basis of each of our clients’ portfolios. We develop low-cost and globally diverse portfolios while focusing on asset allocation and active balancing of risks and returns. We understand that successful investing is not an overnight feat – it takes time, determination and consistency to achieve long-term results. Our investment strategies are built with this in mind, designed to evolve with regular re-balancing. Simply put, our plans go the distance in achieving the success that stands the test of time