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Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Schneider Wealth Management 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.
Making trades if necessary and appropriate.
Once set up, Schneider Wealth Management:
Brings you peace of mind knowing that we review your investments relative to your targets and rebalance when appropriate mindful of tax and cost considerations.
Enables you to sleep well while we monitor performance.
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