Sudden wealth
Sudden wealth - whether from an inheritance, a legal settlement, a business sale, or another windfall - can feel both exciting and overwhelming. Without a clear plan, it’s easy to make impulsive decisions that could jeopardize your long-term financial security. At Schneider Financial, we help individuals navigate the unique challenges of managing newfound wealth. We’ll work with you to develop a thoughtful strategy that protects your assets, minimizes taxes, and aligns with your personal and financial goals.
Our approach goes beyond numbers. We take the time to understand what matters most to you, whether it’s securing your family’s future, giving back to causes you care about, or building a legacy for generations to come. From investment planning and tax strategies to estate planning and risk management, we’ll provide the expertise and guidance you need to make confident, informed decisions. With our help, your sudden wealth can become a foundation for lasting financial security and confidence.
Schneider Financial Management LLC
1585 Springfield Ave | Maplewood, NJ 07040
1099 Mount Kemble Ave | Morristown, NJ 07960
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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Tax preparation services offered through Schneider and Company CPAs and Arciprete, Schneider & Company CPAs, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
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Phone: (973) 683-1100