Schneider Wealth. Schneider Wealth Management, Woodside Wealth Management.  Woodside investment advisor.  Woodside financial planner.
Meredith Schneider, CFP, Woodside Financial Planner, Schneider Wealth, Schneider Wealth Management

Tap into the over 23 years of experience

Meredith H. Schneider, CFP®, Principal

Private Wealth Management for Tech Industry Clients has working with tech engineers and executives on the San Francisco Peninsula and Worldwide


Life choices are not always about money, understand how your money choices affect your life.

Investment Management & Financial Planning for only Engineers and Executives working in the Tech Industry.

- What does sustainable financial independence look like?

- Am I on track?

- Are my assets in the right place?

- Can you help me understand my choices when making key financial life decisions?

- How to manage my ISO's, NQ's, RSU's & 10b5-1 Plan?

- What gifting strategies should I consider?

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