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Todd Schneider

3100 West Southlake Boulevard, Suite 110
Southlake TX 76092
(817) 482-1800 / (866) 232-0468
www.Schneider-Wealth.com
Todd@Schneider-Wealth.com

Since graduating from Texas A&M, Todd Schneider was fast-tracked through management at Zale Corporation. He obtained his MBA in Finance in 2002 from the University of Texas at Arlington, with distinguished honors. In the same year, Todd founded Schneider Wealth Management, LLC with the belief that every person should feel confident and secure in their retirement by utilizing a comprehensive wealth management approach centered around low risk, low volatility investment solutions.

Todd specializes in designing a clear road map based on individual financial goals and building a custom-tailored retirement system for each client to manage assets, minimize tax liability and maximize multi-generational wealth transfer. He works in collaboration with lawyers, accountants, tax experts, insurance professionals, bankers and private wealth managers in order to provide his clients with a 360-degree view of their investment portfolio and retirement system.

Todd’s goal is to help his clients manage their wealth in order to enjoy retirement. Todd works from a Fiduciary Standard as an Investment Advisor Representative. This standard means that he always seeks to place his clients’ interests first. He believes it is not enough to merely invest clients’ assets and move on. He stays involved with his clients and constantly monitors their investment portfolios.

Todd grew up in Omaha, Nebraska and Fort Worth, Texas. He currently resides in Southlake, Texas with his wife, Laurie, and their two beautiful daughters, Maddie and Caroline.

 

The Golden State family of companies is composed of Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State". All firms are registered investment advisers with the U.S. Securities and Exchange Commission.