Your Wealth Management Professionals
Professional insight and sophisticated strategies for wealth management clients.
View Our Client Relationship Summary
Schneegold Wealth Solutions offers comprehensive solutions through a wide variety of financial services. From helping you build toward your financial goals, to planning for your family’s future, Schneegold Wealth Solutions prides itself on being a financial services company.
Whether you are a veteran of success or are just starting to manage your portfolio, Schneegold Wealth Solutions can help you achieve your goals.
Schneegold Wealth Solutions does not believe in "one size fits all" financial plans. Instead, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
403 (b) Employee Retirement Plans
Individuals employed by non-profit, tax-exempt organizations, including:
• Public Schools & Universities,• Private Schools,• Colleges & Universities (Tax-Exempt Status)• Non-For-Profit Hospitals
• Will Reviews• Estate Tax Planning• Charitable Giving & Trusts• Review Power of Attorney
For Individuals & Businesses
• Goal Setting• Business Planning• IRA Contributions • 401K Planning• Annuities & Pensions
• Policy Review• Life Insurance Needs• Disability Insurance • Long Term Care Insurance
For Individuals & Businesses • Review of Cost-Basis• Review Realized Gains• Review Deductions & Credits
Specializing in the unique needs of high-net-worth individuals and families.
Tax management strategies.
Supporting small business owners and investors.
Consultation and management.
Protect yourself and your family.
Support for every phase of life.
One of your most important financial milestones.
If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.