The Right Advice to Help Grow

& Protect Your Wealth

An Independent Financial Services Firm Devoted to Helping You Reach Your Financial & Life Goals

Investment Advice

Schneider Wealth Strategies crafts tailored investment portfolios, emphasizing long-term principles. We diversify, use low-cost strategies, and proactively rebalance with the goal of optimal risk management and client satisfaction.

Financial Planning

We create personalized financial plans for business owners, professionals, and high-net-worth individuals. Our analysis and stress-testing are designed to maximize retirement income and portfolio longevity, treating each client’s financial goals holistically.

CFP® — Independant

& Objective

Not all financial advisors are the same. As an independent financial service firm, we can offer truly objective advice. As a CERTIFIED FINANCIAL PLANNER® practitioner, I am a fiduciary asset manager, and as such, promise to always act in your best interests.

David A. Schneider, CFP®

Meet our founder

David A. Schneider has been committed to helping people effectively manage their wealth for more than thirty-four years.


Working closely with clients to understand their current situation and their aspirations for the future, Mr. Schneider creates thoroughly personalized financial and investment plans based on the unique needs of each individual.

At Schneider Wealth Strategies, we offer tailored financial solutions, combining personalized investment portfolios and comprehensive plans to seamlessly align with your unique goals and aspirations.

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Publications

David Schneider has appeared in Money Magazine, The New York Times, The Wall Street Journal, CNBC, USA Today, U.S. News & World Report, Time Magazine, Financial Times Advisor IQ, Investment News and Bankrate.com.


Falling behind on retirement savings? 4 steps to get back on track in 2024

This MarketWatch article discusses planning strategies for people approaching retirement. In the article, David Schneider states, “Make sure you have a plan. If you don’t do the planning, you really won’t have a successful retirement,” adding, “Your 50s are a really important time to be very serious,” and to “Hunker down and get serious. Every investment needs to be prudent and diversified. Increase any savings, if possible. Make catch-up contributions, if possible.”

Social Security is not enough: How to set up alternative retirement income

In this article about retirement income, David A. Schneider states, “Many people can benefit from waiting until 70 to collect Social Security since it is the only government-guaranteed, inflation-protected income source.” 

The article says, “Schneider points to the fact that filing for benefits early can hurt your monthly payout while waiting to claim after full retirement age can boost your benefit 8 percent a year. The upshot: If you claim at age 62, you can earn a check that’s just 70 percent of your full retirement benefit, while if you wait, you can boost your payout to about 124 percent of your full benefit.”

Our introductory meetings are complimentary.

We look forward to meeting you.

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