Your Wealth Management Professionals
Professional insight and sophisticated strategies for wealth management clients.
Who We Serve

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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Get in TouchComprehensive perspective. Personalized service.

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 AttorneyFor Individuals & Businesses
• Goal Setting
• Business Planning
• IRA Contributions
• 401K Planning
• Annuities & Pensions• Policy Review
• Life Insurance Needs
• Disability Insurance
• Long Term Care InsuranceFor 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.
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.