Schneider Wealth Strategies

Our Difference

01

Objective Advice, Focused on Your Needs

Because of our independence, we are able to offer truly objective advice, avoiding the potential conflicts of interest inherent in working with a large Wall Street firm. As independent advisors, we are free to recommend best-of-breed solutions for our clients, steering clear of high-cost, suboptimal investment products.

02

Use of Evidence-Based Investment Strategies

Your investment program is informed by academic research about what works in investing and employs proven techniques to help effectively manage risk, control costs and taxes while maximizing potential returns. These strategies can include factor tilting, opportunistic rebalancing, tax-smart asset location, specific tax lot accounting, and tax-loss harvesting.

03

Financial Plan Stress-Testing

Your financial plan is stress-tested under both historical and simulated bull and bear market conditions to help ensure its value as a forecasting, decision making and planning tool.

04

High-Touch Client Service

Our goal is to make managing and planning finances as simple as possible for you. We stay in contact with clients regularly, return all calls promptly and are always available to answer any questions you may have.

05

More than Just Investment Advice

We optimize your financial strategy by considering all aspects of your financial life, such as cash flow and net worth analysis, investment management, insurance and risk management, education expense planning, retirement planning, tax reduction strategies, and estate planning.

David A. Schneider, CFP®

David A. Schneider, with over 34 years of experience, is dedicated to personalized wealth management. As an independent advisor, he tailors financial plans to individual needs, avoiding outside influences. He's a respected speaker and commentator, featured in publications like The New York Times and CNBC. Based in the New York Metropolitan area, he serves successful business owners, professionals, and retirees. Contact him through this website or his office for customized financial planning and investment solutions.

Wanda Mercado

As Client Service Manager, Wanda is responsible for managing client communications, opening accounts, expediting account transfers, and facilitating day-to-day office operations. With experience both in financial services and as a legal assistant, Wanda Mercado has devoted more than 24 years to administrative support and client service. A committed professional, Wanda provides attentive and highly personalized service to our clients in order to ensure that their needs are addressed promptly and accurately. When she is not in the office, Wanda enjoys New York City’s rare bookshops, classic movies, exotic cuisine and music of all kinds.

Our Broker-Dealer

Schneider Wealth Strategies is pleased to have selected Cambridge Investment Research, Inc., Member FINRA/SIPC, to perform compliance, trade processing, technology support, research, and administrative services. With more than 3,800 independent registered representatives and $155 billion in assets under management, Cambridge is one of the most respected and largest privately held independent broker-dealers in the United States.

Since its birth more than 40 years ago, Cambridge has continually put the objectivity of independent financial professionals first. Like us, Cambridge believes that the freedom to recommend truly best-of-breed solutions for our clients, unburdened by third-party pressures, is the best way to ensure the long-term success of financial professionals, their clients, and indeed, the financial services industry at large.

Cambridge accounts of Schneider Wealth Strategies clients are generally held in

custody at National Financial Services, LLC., a Fidelity Investments Company,

member FINRA/SIPC.

Please note, Fidelity Investments is an independent company, unaffiliated with Cambridge Investment Research and Schneider Wealth Strategies. Fidelity Investments is a service provider to Cambridge Investment Research and Schneider Wealth Strategies. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cambridge Investment Research and Schneider Wealth Strategies and does not guarantee, or assume any responsibility for, their content. Fidelity Investments is a registered trademark of FMR, LLC.

Copyright 2023 - Schneider Wealth Strategies • Cambridge’s Form CRS (Customer Relationship Summary) • Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Schneider Wealth Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, IL, MA, MD, ME, NC, NJ, NY, OH, PA, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific states referenced. Powered by Levitate . | Privacy Policy

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