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

Meredith H. Schneider, CFP®, Principal

Private Wealth Management for Tech Industry Clients on the San Francisco Peninsula and Worldwide for over 23 years


Life choices are not always about money, but we help you understand how your money choices affect your life.

Schneider Wealth Management Provides
Investment Management & Financial Planning only for 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?

- Gifting strategies?

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