Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
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.