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 am really glad I have been with Schneider Wealth Management over 15 years because I have confidence in my retirement. As I built my career from a Software Engineer to a Silicon Valley executive, I needed to find support so I could focus on my job and working with a CFP enabled me to move forward with confidence. Very glad turned to Schneider Wealth keep up with everything, and I could trust to answer my questions. And now on the other side of that decision to work with Schneider Wealth it is with great enthusiasm I can look back and know that it was a great decision. Meanwhile I have friends who tried get rich quick schemes or tried to do it all themselves and they...read full review
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.