Meredith Schneider, CFP®
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...
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Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating 25 Years Serving Clients
Peace of Mind Through Professional Financial Guidance
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.
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We specialize in working with executives and engineers in the technology industry.
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