How We Help

Investing is more than just a series of transactions. It's about getting professional advice from a qualified expert and knowing that someone you trust is looking out for your best interests. Investing is about building the future you dreamed of. Our clients entrust us to protect and grow their wealth.

Guiding Principles
 

• Always put clients' interests first and make clients the focus of everything we do.
   
• Listen, care, deliver and build relationships based on trust.
   
• Act with Prudence – with the skill, care, diligence and good judgment of a professional.
   

What to expect when working with the Schroeder Wealth Management Group:
 

• We plan, organize, and simplify our clients' financial affairs to help them achieve optimal quality of life and peace of mind.
   
• Our detailed process of providing full financial plans meets our client's needs for communication, education, and service. As well, our conservative, diversified investment portfolios help to meet the need for security, income, tax efficiency and growth.
   
• A complete understanding of our clients' personal and financial goals allows us to create a long-term customized strategy, which has become the cornerstone of our service. Recognizing that no two clients are alike, we first develop a financial strategy, which involves clearly defining a clients' financial vision and objectives.
   
• We ensure an appropriate asset allocation that includes quality investments and global diversity with a goal to minimize taxes.
   
• Frequent review of investments, portfolios and financial plans based on market trends and changes to your circumstances and updates via e-mail, mail or phone.
   
• We devote more time and resources to the financial issues, plans, and strategies of each client to help you achieve optimal quality of life and peace of mind.
   
• Partnering with legal, accounting, and other financial industry experts to assist in servicing your evolving needs.