A complete list of active advisors currently associated with Schneider Wealth Management

Warmer can help you find a great advisor at Schneider Wealth Management or one who fits your needs even better.

Schneider Wealth Management is an independent SEC‑registered advisory practice serving individuals, families, high‑net‑worth clients, trusts, estates and retirement accounts. The firm provides discretionary investment management, comprehensive financial planning and limited financial consulting, including advice on employer equity compensation and retirement‑plan holdings. The firm implements strategic, diversified asset allocations across individual equities, ETFs, mutual funds and fixed income, using a series of ten model portfolios as a foundation that are customized for each client’s risk tolerance, tax situation, liquidity needs and legacy holdings. Its investment process draws on fundamental, technical and cyclical analysis and explicitly evaluates whether to retain or transition legacy positions with embedded capital gains in light of tax consequences. Schneider Wealth Management manages a relatively small roster of clients (37) with about $150 million in discretionary assets, resulting in concentrated, high‑assets‑per‑client relationships and individualized portfolio management. Operationally it uses third‑party technology (Pontera) to view and, where permitted, implement or rebalance held‑away employer retirement accounts, generally does not aggregate trades across clients, and forwards proxy solicitations to clients rather than voting them on their behalf.

To learn more about the advisors currently working at Schneider Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.