"Long-term" investment approach with a focus on client service
Schnieders Capital Management, LLC (SCM) is a wealth management firm based in Pasadena, California, dedicated to empowering individuals, foundations, and corporations to achieve their financial goals. We offer personalized investment management services tailored to each client's unique needs, risk tolerance, and income requirements.
Our Approach
We believe in a holistic approach to wealth management, focusing on understanding each client's unique situation and aspirations. Our team works collaboratively to develop customized portfolios that align with your individual goals and circumstances. We utilize sophisticated technology and market research to identify opportunities for growth and preservation, while prioritizing transparency and open communication.
Our Services
- Wealth Management: Comprehensive planning and management of investment portfolios for individuals, trusts, and institutions.
- Retirement Planning: Assistance with maximizing retirement accounts, developing withdrawal strategies, and planning for retirement security.
- Estate Planning: Collaborating with clients to establish estate plans that align with their financial and personal goals.
- Charitable & Foundation Advisory: Consultation and guidance on investment strategies and philanthropic endeavors for foundations and nonprofits.
- Corporate Retirement Plans: Consulting and implementation of customized retirement plans for businesses.
Our Team
Led by experienced financial professionals with decades of collective experience, our team is committed to delivering personalized attention, open communication, and customized solutions to every client. We take pride in building long-term relationships and fostering strong client relationships that often extend across generations.
Join Us on Our Journey
Schnieders Capital Management is committed to delivering exceptional client service and navigating the complexities of the market with integrity and expertise. We focus on the long-term potential for your investments while maintaining open communication and transparency throughout the process.
