Investment Management

 

The Schneider Wealth Management Team implements, monitors, and manages clients’ investments on a regular basis.

 

After deciding upon an investment plan, getting started consists of:

 

• Opening accounts – typically but not exclusively at Charles Schwab.

• Transferring assets when appropriate. 

• Making trades if necessary and appropriate.

• Coordinating with clients and their employee windows when they can sell company stock.

 

Once set up, Schneider Wealth Management:

 

• Brings you peace of mind knowing that we review your investments including your employee equity relative to your targets and rebalance when appropriate incorporating tax and cost considerations.

• Enables you to sleep well while we monitor performance of managed assets.