Cash Management for High Net Worth Families
For a variety of reasons high net worth families often need to keep levels of cash above FDIC limits that they might have for their...
Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
At Schneider Wealth Management, we understand that managing wealth is a complex and ever-evolving process. We are dedicated to providing our clients with the expertise they need to make the best decisions for their financial future.
Our team specializes in high net worth clients working in the technology industry, and we are passionate about providing them with the best service possible. We also provide our clients with periodic updates on relevant industry issues to ensure they are informed and up-to-date.