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Schneider Wealth Management

About The Firm

At Schneider Wealth Management we believe that every client should have confidence and security in their financial future.

Low Risk.
Low Volatility.
Successful Investment Solutions.

At Schneider Wealth Management we believe that every client should have confidence and security in their financial future. Our expert team focuses on providing you with the peace of mind that comes from knowing that you have a guardian and advocate protecting your hard earned wealth.

That peace of mind develops from having an understanding of the big picture of your finances.  That’s why we utilize the collaboration of Lawyers, Accountants, Tax Experts, Insurance Professionals, SEC Licensed Fiduciaries, Bankers and Private and Exclusive Wealth Managers.  A truly secure financial future is approached from all angles by a team committed to your success.

Our founder, Todd A Schneider, believes in providing comprehensive wealth management based around Low Risk, Low Volatility, Successful Investment Solutions. We will make your wealth work for you, helping you manage your assets, investments, retirement accounts, tax liabilities, loans, bankers, accountants, lawyers and even your social security income – all to help you maximize your wealth while reducing your market risk and volatility.

Don’t spend another minute worried about your financial future.  Contact us today to gain the confidence and security that you deserve.

Looking forward to helping you achieve your financial dreams. 

The Schneider Wealth Management Team

The Schneider Process

Choosing Your Future

You have a choice. You cannot afford to go backwards. When the next Recession or Financial Crisis hits, which type of a portfolio do you want:  A “Low Risk, Low Volatility, Peace of Mind” portfolio OR a “I lost about 40%, but I’ll wait and see if it will come back” portfolio?  Choosing Schneider Wealth Management means taking the first step down the road to a secure financial future.

Personalized Success Plan

The Schneider team will formulate an individual approach for the best strategy to best protect, grow and manage your distinct finances. Whether it’s helping you manage your assets, retirement accounts, Social Security income, tax liabilities, lawyers, or more, you’ll have the personalized support you need for personalized Low Risk, Low Volatility, Success.

Money Management System

Schneider Wealth Management provides an Individualized Money Management System unique from other firms. We are not product driven.

Through the Schneider Individualized system we’ll show you how to be prepared in difficult times and opportunistic in good times. You cannot have a safe and secure future without understanding and managing your risk.

The Schneider Money Management System assesses your overall goals and designs an individualized plan to minimize risk and maximize portfolio gains. We specialize in creating low risk, low volatility, peace of mind portfolios that we stand behind.

Gain and Retain

Schneider Wealth Management’s goal is to gain and retain your wealth, both in the accumulation and distribution stages of wealth planning.

In our experience, conservative wealth management is only way to combat this new financial market of volatility and provide the Low Risk, Low Volatility, Peace of Mind solutions that you deserve. This proactive, strategic outlook, which is often ignored and dismissed by other firms, provides the foundation for our success and the success of our client’s futures.

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