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.
 

Contact Us To Learn More

 

 

*Per Merriam-Webster dictionary, Fiduciary means “held or founded in trust or confidence”