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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.

 

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

© 2007-2025 by Schneider Wealth Management

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