Schneider Wealth Management
Meredith Schneider, CFP® is a Palo Alto & Redwood Shores, CA fee-only financial planner. Schneider Wealth Management provides financial planning and investment management to help technology executive, engineer, and attorney clients plan for financial independence and spend more time doing what they love to do. Schneider Wealth Management serves clients as a fiduciary and never earns a commission from an investment or insurance recommendation. 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, attorney, and executive clients typically work in the Silicon Valley Tech Sector at companies such as Google, Apple, and Facebook.
Approach: We embrace investing in low-cost, tax-efficient funds while developing customized strategies that help reduce the impact taxes can have on overall returns.
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?
We work largely with Schwab as a custodian.
Schedule a complimentary