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Wealth Management Basics

 

Helping Silicon Valley engineers and executives retire with clarity by receiving solutions to your financial questions by integrating financial planning with investment management

Coordinating your Financial Goals

 

Integrating investment management with a comprehensive financial plan, enables you to coordinate varied facets of your financial strategy.

 

Review many areas to include:

  • Investments - including employee equity such as RSU's, ISO's, and NQ Equity Compensation

  • Tax Planning - Strategies to manage your tax liabilities

  • Financial Independence

  • Insurance and Risk Analysis

  • Liability Management

  • Tax Efficient Charitable Gifting

  • Funding your Goals

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    Office in Redwood Shores

    Meeting with You

     

    We meet with you at our Palo Alto or Redwood Shores office, through video conferencing online, or via phone.  You decide.

     

    Communicating with You
     
    For ongoing asset management service, you receive performance reports, financial plan reviews, and questions answered as needed.
    • Proactive Guidance - We reach out to you when appropriate to provide updated recommendations based on a dynamic world environment.

    • Responsive Answers - We address your questions as they arise.

    • 24/7 Access to your A. Client Portal for real time updated information on your assets and B. Money Guide Pro for Planning Insights.

    • Regular updates about latest economic, market, or planning opportunities.

     

    Chart
     Your Results
     
    Like our current clients you can achieve your goals and exercise good judgment in the face of imperfect knowledge through life and market changes.

     

    NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth
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    Visit

    3000 El Camino Real

    Building 4, Suite 200

    Palo Alto, CA 94306

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    303 Twin Dolphin Drive

    6th Floor

    Redwood Shores, CA 94065

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    2995 Woodside Road

    Suite 400

    Woodside, CA 94062

    Serving tech professionals in Silicon Valley, and across the globe.
    Let’s simplify the complex—and design your financial future with clarity.

    © 2007-2025 by Schneider Wealth Management

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