Palo Alto's
Independent Fee-Only
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating over 26 Years Serving Clients
What Does Sustainable Financial Freedom Look Like?
Can you help me understand my choices when making key financial life decisions?
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Can I afford to remodel my house or buy a second home?
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Life choices are not always about money; understand how your money choices can help you live an extraordinary life. Together we create a path to give you peace of mind so that you can live a fulfilling life where the best is yet to come.
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At Schneider Wealth Management, we understand that as a technology professional in the heart of Silicon Valley, you're not just shaping your future, but the future of the entire world.
With over 26 years of experience, Meredith Schneider and her team are dedicated to providing bespoke financial solutions that resonate with the needs of tech executives and engineers.
We Understand The Unique Pressures Faced By Tech Professionals
At Schneider Wealth Management, we understand the unique pressures faced by tech professionals who are managing substantial financial opportunities, perhaps for the first time. Many of our clients have experienced rapid financial growth—some are even approaching their second chance at an IPO. The possibility of such life-changing events brings not only excitement but also a significant responsibility.
Your Financial Security is Our Priority
We believe that managing your wealth effectively means more than just avoiding mistakes—it means creating a robust financial foundation that allows you to capitalize on opportunities without fear. With Schneider Wealth Management by your side, you can approach your financial future with confidence, knowing that you have a seasoned advisor who is as invested in your success as you are.
What We Offer
Our services are specifically designed for the brilliant minds creating tomorrow's technologies—from engineers to executives at Google, Apple, and Meta.
Exclusive Financial Planning for Tech Professionals: We specialize in managing substantial stock options, navigating rapid growth, and diversifying investments to protect and grow your wealth.
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Comprehensive Services
We provide everything from investment management to strategic financial planning, ensuring that your financial goals are met with precision and foresight.
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From early-stage startups to global tech giants, our clients include Silicon Valley’s brightest and most successful innovators. We are here to ensure your financial strategy is robust enough to support your ambitions and innovative enough to adapt as you redefine the landscape of technology.
The best client fit is one who currently works or has previously worked in the technology field in Silicon Valley. Through referrals and household moves our clients now live all over the world. They typically have net worth's ranging from $5 million to more than $50 million with at least $1.5M in investable assets. Most are down to earth savvy successful professionals in their 30's, 40's, and 50's. They are often used to being one of the smartest in a room and do not suffer fools gladly, but are simultaneously kind and thoughtful.
Below is a sampling of some of our clients: