An independent financial services firm helping New York City professionals and business owners, from the Financial District to Midtown, build personalized plans to reach their financial and life goals.
Investment Advice
New York City clients receive evidence-based, tailored investment portfolios from Schneider Wealth Strategies, built on long-term principles. We diversify, use low-cost strategies, and proactively rebalance portfolios with the goal of optimal risk management and client satisfaction across all five boroughs.
Financial Planning
We design personalized financial plans for New York City business owners, professionals, and high-net-worth individuals across every borough. Our analysis and stress-testing are built to maximize retirement income and portfolio longevity, addressing each client's goals holistically.
CFP® — Independant
& Objective
Not every financial advisor in New York City operates the same way. As an independent firm, we provide advice that is genuinely objective. As a CERTIFIED FINANCIAL PLANNER® practitioner, I serve as a fiduciary asset manager, committed always to act in your best interests.
David A. Schneider, CFP®
Meet our founder
David A. Schneider has been committed to helping people throughout New York City effectively manage their wealth for more than thirty-four years. Working closely with clients to understand their current situation and their aspirations for the future, Mr. Schneider creates thoroughly personalized financial and investment plans based on the unique needs of each individual.
At Schneider Wealth Strategies, we offer New York City clients tailored financial solutions, combining personalized investment portfolios and comprehensive plans that seamlessly align with your unique goals and aspirations.
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Publications
David Schneider has appeared in Money Magazine, The New York Times, The Wall Street Journal, CNBC, USA Today, U.S. News & World Report, Time Magazine, Financial Times Advisor IQ, Investment News and Bankrate.com.
Falling behind on retirement savings? 4 steps to get back on track in 2024
This MarketWatch article discusses planning strategies for people approaching retirement. In the article, David Schneider states, “Make sure you have a plan. If you don’t do the planning, you really won’t have a successful retirement,” adding, “Your 50s are a really important time to be very serious,” and to “Hunker down and get serious. Every investment needs to be prudent and diversified. Increase any savings, if possible. Make catch-up contributions, if possible.”
Social Security is not enough: How to set up alternative retirement income
In this article about retirement income, David A. Schneider states, “Many people can benefit from waiting until 70 to collect Social Security since it is the only government-guaranteed, inflation-protected income source.”
The article says, “Schneider points to the fact that filing for benefits early can hurt your monthly payout while waiting to claim after full retirement age can boost your benefit 8 percent a year. The upshot: If you claim at age 62, you can earn a check that’s just 70 percent of your full retirement benefit, while if you wait, you can boost your payout to about 124 percent of your full benefit.”
