Schneider Wealth Management

In The News:

Schneider Wealth Management was featured on FOX, CBS, NBC and ABC!

In case you missed it, Todd Schneider and the Schneider Wealth Management team, recently partnered with Precision Capital Management (PCM) as an Investment Advisor Representatives. The story was picked up by the media, including FOX, CBS, NBC and ABC news sites! Read the full story here.

Schneider Wealth Management Receives 2016 Best of Southlake Award!

Schneider Wealth Management was awarded the prestigious Southlake award for 2016! Todd Schneider attributes their success to Schneider Wealth Management's their dedication to their clients and their trademarked low risk, low volatility, investment solutions, You don't have to lose in order to gain... Read the full press release here.

Schneider Wealth Management Receives 2015 Best of Southlake Award

Schneider Wealth Management has been selected for the 2015 Best of Southlake Award in the Financial Planning Consultants category by the Southlake Award Program! Todd Schneider attributes their success to Schneider Wealth Management's dedication to their clients and their trademarked low risk, low volatility, investment solutions, You don't have to lose in order to gain... Read the full press release here.

Todd featured as the Grapevine Relief And Community Exchange's (GRACE) first ever

Here at Schneider Wealth Management, we believe that a company is only as strong as the people and community around it. That’s why we're proud to announce that Todd has been featured as the Grapevine Relief And Community Exchange's (GRACE) first ever "Face of Grace." Read the full article here...

Todd Becomes Nation Philanthropy Chair of Indian Princesses

Todd becomes Nation Philanthropy Chair of Indian Princesses, a group that hosts relationship building events between father and daughter. One of the best experiences with my daughters and so many lasting memories for all of us! Teaches your daughters great values! to learn more about the Yo-He-Wah Indian Princess, click here.

The Wall Street Journal - Rethink Your Retirement Income

Todd Schneider was interviewed by the Wall Street Journal for their article "Rethink Your Retirement Income Are you saving too much? Here's how to look beyond the formulas." The article discuss the issue that many retirement advisors are still using the old retirement formulas when many seniors are living longer and healthier than ever before. Read more...

The Suit Magazine - Legal Documents Protect Assets

Todd Schneider was interviewed by The Suit Magazine for their article "Legal Documents Protect Assets:" The article discuss the issue that many people face, as Todd was quoted as saying: "It is nearly impossible to protect financial assets without these legal entities..." Click to Read the full article...

Wall Street Journal - Dodging 529-Tax Plan Traps

Todd was interviewed by the WSJ about common confusion about 529-College Savings plan and the common tax traps that people encounter. The 529 plans are state-sponsored investment accounts whose earnings can be withdrawn free of taxes as long as they are used for qualified higher-education expenses. Many states also offer income-tax breaks on contributions. read more...

MoneyNews - Forget Rule of Thumb for How Much Income You'll Need in Retirement

According to CNBC, one myth about retirement is to never touch your principal. That only applies to the very wealthy, who don't need to do so, CNBC says. For the rest of us, "it really is okay to spend your capital. That's what it is there for," read more...

Life Magazine - Featured Business Profile

See our business profile in the Southlake, TX Life Magazine.

The Wall Street Journal - Time to Convert to a Roth 401k?

Our CEO & Founder, Todd Schneider, was interviewed and quoted as a Financial Expert on the recent legislative changes taking place regarding Conversions to Roth 401(k)s. Schneider Wealth Management is the resource for safe and sound financial advice. A must read!. Read more...

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