Bill Schultheis

Author, Speaker: How to Build Wealth,
Ignore Wall Street & Get on with your Life

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Bill Schultheis (pronounced shul-tice) stepped away from a successful 13-year career with a Wall Street brokerage firm in 1995, and wrote The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street & Get On With Your Life to introduce three timeless principles to investors across the nation.

Now in its third printing with Penguin Books, his book has been featured in national publications including Forbes, The Wall Street Journal, The New York Times and National Public Radio. For eight years he wrote a weekly column for The King County Journal while building his investment advisory firm, one that today ranks in the top 50 of advisory firms in the Northwest. His writing continues to be published in 425 BUSINESS on Seattle's Eastside, as well as coffeehouseinvestor.com.

A 1982 graduate of Texas A&M, he currently serves on the board of the Kirkland Performance Center. In his free time he climbs mountains, flies airplanes, and loves to golf in the rain.

Presentation Summary

Helping people build emotional, spiritual and financial wealth as they head into retirement by ignoring Wall Street and getting on with their lives-that's what Bill Schultheis' life is all about.

After stepping away from a Wall Street career in 1995, Bill knew that his deep passion is showing investors how to take control of their financial destinies by focusing on 3 timeless money principles:

  1. Don't put all your eggs in one basket
  2. There's no such thing as a free lunch
  3. Save for a rainy day.

In his passionate, practical and moving talks, Schultheis imparts personal life lessons while sharing stories of the profound impact his Coffeehouse principles have on investors across the nation and around the world. And he presents his audience with a way to embrace the same.

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