Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth

Visit

3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306

© 2007-2020 by Schneider Wealth Management

Or

303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065

Mail

2995 Woodside Road

Suite 400

Woodside, CA 94062

10 Reasons to Work with Schneider Wealth Management

 

 

#1

#2

#3

#4

Independence

Objective third party.  Our only interest rests in helping you make wise decisions on what to do with your money and create custom strategies to accomplish your goals.  As a fiduciary we are required to act in a client's best interest.

Experience

Founder serving clients for over 20 years.

Professional Certification

Work with a Certified Financial Planner™ and member of NAPFA (National Association of Personal Financial Advisors).

Personal Attention

We keep our client list short and are highly selective about the types of clients with whom we work, so you have our attention and dedication.

#5

Discipline

Help keep you accountable.  You have been meaning to do this for years.

#6

Time Saved

Immediately start spending your time doing the things you enjoy.

#7

Peace of Mind

Working with a Fiduciary helps you make thoughtful decisions regarding big financial decisions.

#8

Asset Protection

You worked hard to earn your money and want to ensure that it will continue to work for you.

#9

Care for Loved Ones

Whether now or in the future, you want to take prudent steps today to ensure a sustainable future for yourself along with your loved ones.

#10

Transparency

Know how much you are paying.