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A fee only independent financial services firm providing holistic portfolio management and financial planning to individuals, couples, and families.

Schneider Wealth Management, a Registered Investment Advisor,  has selected Charles Schwab & Co., Inc.  as the primary custodian for its Clients.

 

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“RIA” means we are registered with the State of California.   The government does not approve advisors or their qualifications.

 

 

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