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Shulman Wealth Solutions
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Overview
$5,000+
Min Project Size
2 - 9
Employees
2015
Year Founded
ABOUT SHULMAN WEALTH SOLUTIONS
Financial Consultant
At Shulman Wealth Solutions, we are committed to helping you maximize your life experiences. While you pursue your best life, allow us to protect your family’s future. With our expert support, you can find comfort in knowing you have the right financial strategy in place. Let us assist you in ensuring a bright and prosperous future for yourself and your loved ones.
Languages Spoken
English
HIGHLIGHTS
$5,000+
Min Project Size
2 - 9
Employees
2015
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Financial Planning
30% Wealth Management
About the Team
OUR STORY
Shulman Wealth Solutions was founded to address a critical gap in financial education across the United States. Recognizing that traditional schooling often overlooks practical skills such as effective money management and relationship building, the firm offers essential financial literacy through its Money 101 program. Their mission centers on empowering individuals to make informed decisions, achieve financial independence, and build enduring wealth for future generations. Founded by Brandon Shulman, a veteran with over three decades of military service and a dedication to veteran support and entrepreneurship, the company combines expertise with a passion for teaching. Brandon’s commitment extends to mentoring entrepreneurs and educating families, fostering a community focused on financial confidence and lasting prosperity.
Projects & Clients
Project Size & Rate
Minimum Project Size
$5,000+