Client Portal Log In




You have access to  an industry-leading personal financial management tool.  To get an accurate picture of your net worth and how the resources you have affect the success of your personal retirement plan, please log in below.


You’ll see your whole financial picture: your resources, your liabilities, your net worth and how likely you are to reach your retirement goals. It will all be in one safe, secure place when you log in to your client portal.


Schneider Wealth Management will not see your user names or passwords, just the account totals and a bit of investment information.


It means a more accurate, constantly updated financial picture, with less need for tracking down paper statements.


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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


3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306


303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065


2995 Woodside Road

Suite 400

Woodside, CA 94062

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