About Schneider Wealth Management
Schneider Wealth Management is an independent fee-only certified financial planner based in Palo Alto, specializing in investment management and financial planning for engineers and executives in the tech industry, particularly those at Meta, Apple, and Google. With over 20 years of experience, the team focuses on clients with assets ranging from $5-50M+. Clients appreciate the personalized approach, as the team listens carefully to their goals and tailors strategies accordingly. Reviews highlight the team's strong communication skills, patience, and ability to simplify complex financial situations. Many clients have worked with the firm for several years and express high satisfaction with the results, recommending Schneider Wealth Management for anyone seeking financial planning support.
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...read full review
I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms.
We've worked with Meredith for a number of years and we've been very happy with the results. Meredith has done a great job understanding our family goals. She leveraged this knowledge to help set us up with a solid plan that has guided a number of decisions and trade-offs. I would definitely recommend working with Meredith for any individual or couple looking for financial planning support!