About the Firm

Lower Risk. Decreased Volatility. Successful Investment Solutions

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

That added peace of mind develops from understanding the big picture of your finances, which is why we utilize the collaboration of lawyers, accountants, tax professionals, insurance professionals, investment advisor representatives serving as fiduciaries, bankers, and private and exclusive wealth managers. A truly safeguarded 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 lower risk, decreased volatility, and successful investment solutions. We aim to 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 added confidence and security that you deserve.

We look forward to helping you achieve your financial dreams.

The Schneider Wealth Management Team

Our Philosophy

Todd’s holistic approach to upholding a “gain and retain” philosophy has enabled him to help protect and preserve the retirement assets of hundreds of clients throughout the United States.

The Schneider Process

Choosing Your Future

You have a choice. You cannot afford to go backward. When the next recession or financial crisis hits, which type of a portfolio do you want: A “lower risk, decreased volatility, added peace of mind” portfolio OR an “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 more 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 lower risk, decreased volatility, and 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. Typically, you cannot have a more 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 help minimize risk and maximize portfolio gains. We focus on creating lower risk, decreased volatility, and added 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 an effective way to combat this new financial market of volatility and provide the lower risk, decreased volatility, added 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 clients’ futures.

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