Our Services

Schneider Wealth Management can offer a full range of services that fit your plan based on where you are in your retirement journey.

From Investment Management to Legacy and Everything In Between.

Discover the services we’ve cultivated to help you along your financial journey!

Tactical Investment Management

Tactical asset management is a philosophy of capturing market gains while avoiding market losses. It is our philosophy that you don’t have to lose in order to gain!

At Schneider Wealth Management, we focus on providing our clients with lower risk, decreased volatility investment solutions that have a high probability of success. Our goal is to provide our clients with investment strategies that are designed to help them manage their downside risk by taking advantage of known market trends and proprietary exit triggers that utilize evidence-based rules and logic, rather than emotion, to govern their investment decisions.

At Schneider Wealth Management, our portfolios are designed to be defensive in bad times and opportunistic in good times. Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement. Our strategies focus on low-risk and low-volatility investments that have a high probability of success.

Our philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear roadmap to achieve their individual financial goals.

Advanced Tax Planning

The good news in regard to taxes is that you have the great advantage of being able to control just how much taxable income you have each year. Through forward tax planning, we can help you plan your retirement and help you choose the right strategies and vehicles for getting the most out of your Social Security, pension, and investments.

We will help you take advantage of your unique situation to make the most out of your retirement. Imagine that, if the next time you had a stock market loss or business loss, you had an option to convert that into a tax-free retirement saving? Our goal is help you maximize your retirement while minimizing your taxation in retirement using every rule in the book. As retirement consultants, we have the training and experience to help get to just that.

Retirement Income Planning

At Schneider Wealth Management we believe that life is more than a paycheck. Our mission is to ease your worries and help you create a sound financial strategy that provides, not only a steady paycheck for life but a “playcheck” as well.

As part of the Schneider Wealth Management process, we’ll help you create a retirement income plan that balances:

  • Daily living expenses
  • Budgeting for luxuries and quality of life
  • Planning your Social Security benefits for maximum results
  • Factoring in pensions withdrawal strategies
  • Factoring in both expected and unexpected medical expenses
  • Planning for the unexpected and the inevitable


Many seniors underestimate the true value of their retirement. Once you factor in Social Security and pensions, the numbers are often a bit larger than most people suspect.


Protecting your retirement from things like unexpected health issues to sudden market volatility is all a part of the Schneider Wealth Management process. It is our belief that, in order to have a more safe and secure retirement, one needs to know that they are financially secure no matter what happens. At Schneider Wealth Management, we’ll work with you to help you protect and ensure your retirement from the unexpected and the inevitable. We’ll help to make sure that you have funds available in the event of an emergency and that a sudden hospitalization won’t cripple your retirement fund.

To Learn More, Attend an Upcoming Class!

Todd teaches regularly scheduled classes for locals who are preparing for retirement. These classes are designed to help attendees understand and take control of their financial future. It is Todd’s belief that added confidence and peace of mind can only be achieved when you know, without a doubt, that you’ve made the best decision for yourself and your loved ones.


Legacy and estate planning is an often-overlooked aspect of financial planning. Proper planning can leave your family with a more secure and worry-free financial future. When properly structured, you can leave a family legacy that will last for generations. However, be aware that without proper planning, the IRS will take its share of your estate and your assets can be held up in probate often for years.

At Schneider Wealth Management, you will work with a team of professionals who will help you prepare and execute an estate plan that is right for you and your beneficiaries. One of the most often overlooked aspects of estate planning, other than optimizing tax liability, is the fact that insurance documents and other contracts may supersede the wishes that you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax-efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts is vital.

Give you and your loved ones the added peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes. Start the process today — call 1-817-482-1800.

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