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Schneider Wealth Management
Schneider Wealth Management works with successful professionals, business owners and retirees who are concerned with building and maintaining financial...
Schneider Wealth Management
Schneider Wealth Management works with successful professionals, business owners and retirees who are concerned with building and maintaining financial security for themselves, and their families, so they can fully enjoy their retirement years. Our clients are typically those who currently earn good incomes and are disciplined savers, but have rarely looked at the big picture. Or, those who have a good savings or pension available now in their retirement years. They have begun to realize that a successful retirement will depend not only on Accumulating Assets, but on having the proper Retirement Income Plan and Insurance in place, having an up-to-date Estate Plan, and having a plan for Taking Distributions from their Portfolio, that Maximizes Income while Reducing Taxes and Expenses - along with Hedging the Risk of Inflation. They realize that this is more than they should do on their own. They need a Comprehensive Plan and a Fiduciary Advisor to guide them through this ever changing process. Always remember: Rule 1...Do Not Lose Money. Rule 2...Do Not Forget Rule 1. - Warren Buffett *** Investment advisory services are offered through Golden State Equity Partners, LLC dba Schneider Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Schneider Wealth Management?
The firm has not publicly named its CEO, CIO, or principal investment committee members. Public records do not identify a named operator.
Is Schneider Wealth Management structured as a single family office or multi-family office?
The firm presents itself as a multi-family office, serving multiple families. It does not operate as a single-family office tied to one wealth source.
What investment stages or strategies does Schneider Wealth Management target?
The firm likely covers traditional asset classes—public equities, fixed income—alongside alternatives such as private equity, real estate, and hedge funds. Specific stage preferences have not been disclosed.
Does Schneider Wealth Management participate in direct investments or only fund commitments?
The firm's public posture suggests a broad advisory and execution role. Whether it deploys capital directly via co-investments or solely through pooled funds is not publicly detailed.
How does Schneider Wealth Management source its deal flow?
Deal sourcing methods are not disclosed. As a multi-family office, it may leverage relationships with investment banks, private equity firms, and family office networks.
What is the firm's known posture on philanthropic or impact investing?
Schneider Wealth Management has not publicly disclosed any dedicated philanthropic structures or impact investment mandates.
What wealth origin do clients of Schneider Wealth Management typically represent?
Client wealth origins are not disclosed by the firm. The firm serves high-net-worth families, but neither the source of the underlying fortunes nor the identity of any client families is public.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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