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Welcome to The

Let’s Build Wealth, Ignore Wall Street
and Get On With Our Lives.

Why You

Are you on track?

You are focused on success in your life – in your family, your work, your world. Whether you are 25 or 75 years old, you live a rich life with the resources you have already established, but want clarity on what the future has in store for you.

Take charge of your financial destiny. Save, invest and plan for a life of wealth and happiness. Discover how Coffeehouse Investors have integrated simple ground rules into their financial plan, their portfolio, and most importantly, their lives. Working together, we will integrate them into yours.

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book cover of The Coffeehouse Investor

The Coffeehouse Investor:

How to Build Wealth, Ignore Wall Street, and Get On with Your Life

by Bill Schultheis

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