Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth

Visit

3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306

© 2007-2019 by Schneider Wealth Management

Or

303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065

Mail

2995 Woodside Road

Suite 400

Woodside, CA 94062

Investment Management

 

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.

  • Transferring assets.

  • Making trades if necessary and appropriate.

 

Once set up, Schneider Wealth Management:

 

  • Reviews holdings relative to targets and rebalances when appropriate mindful of tax and cost considerations.

  • Monitors Performance.