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At Schroeder Wealth Management, we understand that navigating the complexities of financial planning and investment management can be overwhelming. That's why we're committed to providing personalized wealth management strategies tailored to your unique needs and goals. Our team of experienced professionals takes a holistic approach to financial planning, considering all aspects of your financial situation to help you achieve your retirement goals.

Our Mission

Our mission at Schroeder Wealth Management is to empower our clients to achieve financial freedom by providing unbiased and comprehensive wealth management solutions. We believe that every individual deserves a customized approach to financial planning, and we're dedicated to helping you achieve your financial goals. Our team is committed to staying up-to-date with the latest market trends and financial innovations, ensuring that you have the best possible chance of achieving your goals.

Our Team

Our team is lead by Principal Bruce Schroeder, who brings over 28 years of experience in retirement and education planning, client portfolio design, charitable giving, foundation management, and 401k plan assistance to the table. With a deep understanding of the financial industry, our team is equipped to provide expert guidance and support every step of the way.

Our Services

At Schroeder Wealth Management, we offer a wide range of financial services designed to help you achieve your short-term and long-term goals. Our services include:

• Comprehensive financial planning and wealth management
• Retirement planning and account management
• Investment portfolio development and management
• Estate planning and inheritance services
• Insurance planning and risk management
• Tax planning and preparation

What Sets Us Apart

What sets us apart from other wealth management firms is our commitment to providing personalized service and attention to detail. We believe that every individual deserves a customized approach to financial planning, and we're dedicated to delivering exceptional results.

About LPL Financial

Schroeder Wealth Management is an independent firm affiliated with LPL Financial, a leading provider of financial services and technology. LPL Financial is a registered investment advisor, member FINRA/SIPC. We take pride in our affiliation with LPL Financial, as it enables us to provide our clients with a wide range of investment products and services while maintaining our independence and commitment to unbiased advice.