Schroeder Wealth Management
At Schroeder Wealth Management you will enjoy working with a team of professionals who are dedicated to your financial independence. As an independent firm offering fee-based services through LPL Financial, our sole focus is to construct comprehensive wealth management strategies tailored to your specific needs and desires.
The principal of Schroeder Wealth Management brings 28 years of wide-ranging experience in retirement and education planning, client portfolio design, charitable giving, foundation management, and 401k plan assistance to the current marketplace.
Although we recognize that there are challenges on the horizon, we at Schroeder Wealth Management look forward to the opportunities they create.
Don’t wait for your ship to come in…SWiM out to it.
Helpful Content
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
View all articles 
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
View all calculators
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Surprises
Making the most of surprises is a great reason to work with us.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.