4 Generations of Wealth Management
Welcome to Schneider Investments!
We believe in providing full-service private wealth management. We offer a variety of services including:
401(k) Rollovers
Investment Management
Retirement Planning
Tax Management
Estate Planning
Risk Management
Education Planning
Employee and Executive Benefits
Fixed Income
Stock Research
Life Insurance
Option Strategies
By looking here, you are probably searching for another private wealth management firm. You may ask yourself, "what is different about this firm?" Is this a firm that I may develop a long-term professional relationship with?
Our approach is simple - we provide complex financial advice in a straightforward and fiduciary* way while clearly defining our fees. We are not commission-based and believe flat fees allow the investor to assess if they are receiving value for our services.
If you would like to have a conversation or have us answer any questions about our services, please contact us.
*Per Merriam-Webster dictionary, Fiduciary means "held or founded in trust or confidence"