Schneider Wealth Management
Headed by Meredith Schneider, CFP® with over 22 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, attorney, and executive clients work in the Silicon Valley Tech Sector at companies such as Google, Apple, Tesla, LinkedIn, Pinterest, and Facebook. They typically have assets ranging from $2 Million to more than $50 Million. Most are savvy successful professionals in their 30's, 40's, and 50's.
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.
We offer both ongoing wealth management as well as one time project based planning.
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 efficient charitable giving?
We work largely with Schwab as a custodian.
Schedule a complimentary