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?