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Who We Serve

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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.

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Comprehensive perspective. Personalized service.

Client Centered
  • 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

  • • Portfolio Review
    • Stock Concentration
    • Asset Allocation
    • Withdraw Strategies
  • • 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

Our Services

Specializing in the unique needs of high-net-worth individuals and families.

Tax Strategy

Tax Strategy

Tax management strategies.

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Business Owners and Entrepreneurs

Business Owners and Entrepreneurs

Supporting small business owners and investors.

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Wealth Management

Wealth Management

Consultation and management.

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Risk Management

Risk Management

Protect yourself and your family.

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Estate Strategy

Estate Strategy

Support for every phase of life.

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Retirement Goal-Setting

Retirement Goal-Setting

One of your most important financial milestones.

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Speak with an Expert

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.

Thank you!