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Morgan Stanley Schneider Wealth Management

You have meaningful goals.

Our Story

We are Schneider Wealth Management Group at Morgan Stanley, a team of financial professionals utilizing diverse yet complementary skill sets, talents and areas of experience to provide a comprehensive suite of financial solutions for our clients.

Leveraging the resources of Morgan Stanley, we seek to act as financial concierges, by first gaining a deep understanding of what is most important to our clients, then working to create thorough, cohesive action plans for achieving their goals.

We believe our clients’ success will not be driven by the markets but rather by how effectively we gauge their needs, strategize with them, anticipate problems and adapt to accommodate their ever-evolving financial pictures.

Our goal is to continually earn the trust and confidence of our clients and deliver a level of service that cannot be replicated elsewhere.


Services Include

  • Wealth Consulting
  • Financial Planning1
  • Retirement Planning2
  • Corporate Retirement Plans3
  • Qualified Retirement Plans4
  • Estate Planning Strategies5
  • Professional Portfolio Management6
  • Long Term Care Insurance7
  • Life Insurance8
  • Alternative Investments9
  • Lending Products


Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities


Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same high-quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this si