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.