Our Services

Investment Advice

At Schneider Wealth Strategies, we have extensive experience in designing individually customized investment portfolios to help our clients grow their assets, protect their wealth, and generate retirement income.

Our principled approach as long-term investors is to avoid chasing fads and short-term trends or giving undue credence to headline-grabbing economic forecasts. Instead, we build broadly diversified portfolios that provide targeted exposure to asset classes that are most likely to generate superior returns over time.

As trusted financial advisors, we place special emphasis on making sure that your portfolio is appropriate to your long-term goals and adheres to your tolerance for risk.

We implement strategies utilizing low-cost institutional stock-and-bond funds in a tax-aware manner, and we continually and carefully rebalance your portfolio as needed, in order to take advantage of market shifts and help manage risk.

Our record of longevity with our clients is a testament to their satisfaction with our approach.

Financial Planning

Schneider Wealth Strategies specializes in assisting business owners, professionals and high-net-worth individuals in the development and implementation of highly customized financial and retirement planning solutions, with the objective of achieving their financial goals as effectively and efficiently as possible.

We begin the process by asking questions about your current financial situation and your financial goals. With this information in hand, we proceed to analyze your situation and develop an action plan designed to correct any deficiencies in your existing strategy, or to apply a sound financial strategy if none had existed prior.

Our analysis considers your investments, rate of saving, spending needs, potential sources of income, taxes and inflation. We then stress-test a variety of “what if” scenarios, under both historical and simulated market conditions, in order to develop a plan aimed at maximizing both your spendable retirement income and the longevity of your portfolio.

By combining expertise in the areas of investment analysis and management, retirement planning, employee benefits, insurance, education funding, tax reduction strategies and estate planning, we are able to offer an integrated and holistic approach to planning for your future.

It is our practice to treat every client as an individual with unique – and very important – financial aspirations. Please let us know how we can assist you in your financial planning needs.

Learn more about what makes our team different.