Bill Schultheis

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Bill Schultheis
Nationality American
Alma mater Texas A&M University
Occupation Author, financial adviser
Organization Soundmark Wealth Management, LLC
Notable work The Coffeehouse Investor
Website Coffeehouse Investor

Bill Schultheis is a reading list author

In 1998 Bill Schultheis created the Coffeehouse Investor in an effort to bring a simpler and smarter investment philosophy to individuals and corporations across the nation and around the world. He has appeared regularly on Seattle’s PBS Serious Money program, is a guest contributor on NPR’s Morning Edition and wrote a syndicated investment column for eight years.

For 13 years he worked with retail and institutional accounts for Smith Barney in Seattle, WA. For the past eight years he has been a principal and fee-only financial adviser, currently with Soundmark Wealth Management in Kirkland, WA.

Schultheis grew up on a wheat farm in eastern Washington, attended Washington State University, and graduated from Texas A&M University in 1982.

When he’s not working, he can be found on the golf course, camping on Mt. Rainier, cooking in the kitchen, writing his next book, and enjoying the company of his wonderful family and friends.

— Bill Schultheis


  • Schultheis, Bill (2009). The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life. p. 224. ISBN 978-1591845843.

External links


Bill Schultheis - The Coffeehouse InvestorRSS Feed icon - 200px.png RSS feed

Investment Fads Come and Go (25 April 2019)

Before adding assets or changing portfolio strategies, ask yourself the three questions included at the end of the latest market performance report.  Remember that sticking to a long-term, discipl...

Roth IRA Conversions During Retirement (01 April 2019)

Many retirees are surprised to learn they remain in a high tax bracket even after leaving the workforce. Taking Social Security along with Required Minimum Distributions (RMDs) from retirement...

Take Charge of Your Personal Financial Destiny (25 February 2019)

In my latest column, I reiterate why it’s imperative to tune out the market noise – especially in our current economic climate. I created the tagline “How to Build Wealth, Ignore Wall Str...

Leverage Your IRA to Fund Your HSA (08 February 2019)

With the continued increase in health insurance cost, many employers and self-employed individuals are using high-deductible health insurance plans combined with a Health Savings Account (HSA). HSA...

A Pioneer Has Passed (17 January 2019)

Rest in peace Jack. Thank you for having such a profound impact on the world of investing.