3100 West Southlake Boulevard Suite 110 Southlake, TX 76092

(817) 482-1800
Info@Schneider-Wealth.com
Client Center


AT OUR FIRM, WE ALWAYS HAVE YOUR BEST INTERESTS AS OUR TOP PRIORITY — AS WE GUIDE YOU UP AND DOWN THE RETIREMENT MOUNTAIN.

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.

At our firm, we have the client—and only the client—in mind.

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

Todd Schneider

Todd A. Schneider
MBA in Finance

CEO | Founder | Senior Advisor & Planner

(817) 482-1800

(866) 232-0468

Laurie Schneider

Laurie Schneider

Director of Operations & Client Services

(817) 482-1800

(866) 232-0468

Ashley Bourque

Ashley Bourque

Client Liaison | Assistant Planner

(936) 588-2143

(866) 232-0468

Rose Kiser

Rose Kiser

Office Manager | Director of First Impressions

(817) 482-1800

(866) 232-0468

Ryan Peabody

Ryan Peabody

Estate Planning Attorney | Legal Specialist

(817) 775-9190

Chris Chudacoff

Chris Chudacoff

Mortgage Broker | Lending Specialist

(817) 482-1800

(866) 232-0468

Trent Bryson

Trent Bryson

Home, Auto & Business Insurance Specialist

(817) 482-1800

Tommy Pennington

Tommy Pennington

Residential & Luxury Home Specialist

(817) 416-9000

Paul Blight

Paul Blight

Commercial Real Estate Specialist

(214) 819-4506

Maddie Schneider

Maddie Schneider

Data Storyteller

(817) 482-1800

Caroline Schneider

Caroline Schneider

Philanthropy Liaison | Website Content Creator

(817) 482-1800

Golden State Equity Partners (GSEP)

Golden State Equity Partners (GSEP)

Strategic Partnership

Client Centered

Client Centered

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.