Schneider Wealth Management
Headed by Meredith Schneider, CFP® with over 26 years of experience in Palo Alto & Redwood Shores, CA Schneider Wealth Management provides financial planning and investment management.
While the majority of Schneider Wealth Management’s clients live and work on the San Francisco Peninsula, through technology tools such as online conferences, the firm is able to serve clients worldwide.
Our engineer and executive clients work in the Silicon Valley Tech Sector at companies such as Google, Apple, Nvidia, Microsoft, Roblox, and Meta. They typically have assets ranging from $5 Million to more than $50 Million. Most are savvy down to earth successful professionals in their 30's, 40's, and 50's. They are often used to being one of the smartest in a room and do not suffer fools gladly, but they are simultaneously kind and thoughtful.
Life choices are not always about money; understand how your money choices can help you live an extraordinary life.
Through Financial Planning and Investment Management we answer questions such as:
- Am I on Track?
- What Does Financial Independence Look Like?
- Are My Assets in the Right Place?
- Can you help me with me RSU's, ISO's, NQ',s and 10b5-1 plan?
- Strategies for tax efficient charitable giving?
We work largely with Schwab as a custodian.
Schedule a complimentary
phone call.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.