3100 West Southlake Boulevard
At Schneider Wealth Management, we focus on understanding your specific circumstances and needs, so we can develop a tailored and comprehensive wealth management system which will follow your long-term objectives and financial well-being - now and for the future to come. Our main goal is to ensure you never run out of money and live the retirement your hard earned assets can afford! We do this by constantly monitoring your progress and verifying you are staying on your retirement system’s path.
Think of your Schneider Wealth Management Advisor as your Sherpa - guiding you up the retirement mountain, while accumulating and growing your assets, to reach the summit before retirement. This is not the only part of the journey though, as some firms might have you believe! The most important and treacherous part, we guide you through, is your decent down from the summit - during the preservation and distribution phase of your financial journey. The strategies used to get you to the summit will not be the same ones to get you down from the summit - we need to ensure your money will last for the rest of your life.
We are confident that with our understanding of personal finance, coupled with our training and education as financial professionals, we can help clients achieve a fulfilling retirement, allowing them to focus on what's important to them. After decades in the business, we have developed a reputation for educating clients in an easy-to-understand manner so they can grasp personal finance and use those concepts to take control of their financial future. Control allows our clients to have added confidence in their retirement plan to help provide added peace of mind. Like Todd Schneider’s family supports him, we are here to make sure we consistently give you the support you need.
Over the years, we have found that a team approach can be an effective method to guide clients who have a wide variety of needs as they maneuver through a complex financial journey. We invite you to discover and experience the power of our services and solutions. We believe it has far-reaching benefits for our clients to receive a holistic planning approach from several sources with diverse backgrounds, education, and experience. That's why we utilize the collaboration of SEC Licensed Fiduciaries, Tax Experts, Attorneys, Accountants, Insurance Professionals, Bankers, Mortgage Brokers, Longevity & Charitable Planning Specialists and Private Wealth Managers. A truly secure financial future is approached from all angles by a team committed to your success.
No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach to helping you develop strategies to address your financial goals and objectives, using the most efficient methods available.
We look forward to guiding you through your financial journey!
The Schneider Wealth Management Team
CEO | Founder | Senior Advisor & Planner
Director of Operations & Client Services
Client Liaison | Assistant Planner
Office Manager | Director of First Impressions
Estate Planning Attorney | Legal Specialist
Mortgage Broker | Lending Specialist
Home, Auto & Business Insurance Specialist
Residential & Luxury Home Specialist
Commercial Real Estate Specialist
Philanthropy Liaison | Website Content Creator
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized solutions focuses your needs, wants, and long-term goals.
Our team of professionals have decades of experience in financial services. We can help you address your needs of today and for many decades to come. We look forward to working with you.