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8:30AM - 4:30PM
4 Main St # 50, Los Altos9AM - 5PM
2995 Woodside Rd #400, Woodside“I've been fortunate to work with Schneider Wealth Management for over 15 years. Meredith and her team provide top-notch financial advice and long-term strategic planning. I particularly appreciate their clear reporting and the smart systems they use to model the likelihood of achieving your financial goals across different life events. They truly listen and get to know what you and your family want in your life and help you get there.
Having worked with other financial “advisors” in the past, and having been approached others since, I can say the difference with SWM is clear. Many are focused on selling products or funds, often driven by commissions. I much prefer their fee-based model, which ensures the advice is genuinely in your best interest.
Meredith takes a disciplined, thoughtful approach to investing that captures upside opportunities while managing downside risk. I've learned a lot from her over the years. I can't recommend Schneider Wealth Management highly enough.“
Open 24 today
970 Palo Alto Ave, Palo Alto“Seth is a client advocate beyond expectations. He helps you create a financial plan based on your goals. As a Registered Investment Advisor, he is not paid commissions by third parties. Seth created a custom plan based on my individual needs. I have learned more with Seth and had more success with him than I have experienced with previous brokers. Highly recommend.“
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