Real Client Stories: Financial Planning with Clarity and Confidence
What Our Clients Say About Clarity, Confidence, Trust & Thinking Partner
​
​We’re honored to share a few reflections from the thoughtful professionals we serve—tech leaders, engineers, and individuals navigating complexity with purpose. These stories capture the kind of clarity, confidence, and partnership we strive to deliver every day.
Bonnie S.
"Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team." Bonnie S.*
​
Current Client. No compensation provided.
​
Chad R.
"We've worked with Meredith for a number of years and we've been very happy with the results. Meredith has done a great job understanding our family goals. She leveraged this knowledge to help set us up with a solid plan that has guided a number of decisions and trade-offs. I would definitely recommend working with Meredith for any individual or couple looking for financial planning support!" *
​
Current Client. No compensation provided.
Melissa R.
"I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms." *
​
Current Client. No compensation provided.
A. S.
"I think there is value in going through the process of really thinking about what you want, and what you don't (your fears and your risk tolerance) with a neutral, but interested, third party. The fact finding, getting it all literally on one page, the stress testing of the plan(s), the exploring of possibilities, with data, as opposed to "I want", "I worry about", "I don't know" type conversations are all very helpful.
​
I liked the approach of us ("husband's name" and I) answering risk questions separately and together, and especially liked the follow-up discussion with you where you asked how we responded to specific events like March 2020 and the financial collapse of 2007. It highlighted differences in how we see ourselves versus how we actually behave."*
​
Current Client. No compensation provided.
Carolyn B.
I've been fortunate to work with Schneider Wealth Management for over 15 years. Meredith and her team provide top-notch financial advice and long-term strategic planning. I particularly appreciate their clear reporting and the smart systems they use to model the likelihood of achieving your financial goals across different life events. They truly listen and get to know what you and your family want in your life and help you get there.
Having worked with other financial “advisors” in the past, and having been approached others since, I can say the difference with SWM is clear. Many are focused on selling products or funds, often driven by commissions. I much prefer their fee-based model, which ensures the advice is genuinely in your best interest.
Meredith takes a disciplined, thoughtful approach to investing that captures upside opportunities while managing downside risk. I've learned a lot from her over the years. I can't recommend Schneider Wealth Management highly enough.*
*Testimonials were provided by a current clients of the Firm. The clients are not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not a guarantee of future performance or success. There are no known material conflicts of interest associated with this testimonial.