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About

Welcome to Schindler Wealth Management

If you are retired or close to retirement then you probably want to know your money is invested wisely and that you will have enough money to live well the rest of your life.
 
Schindler Wealth Management is a firm that specializes in working with high net worth Retirees to help make sure they run out of time before they run out of money.
 
Our clients are looking for a Wealth Management Relationship to give them wise counsel to make sure they mange their wealth effectively during their lifetime. When our clients pass on, they want to efficiently pass on their wealth to their heirs with the right safe guards in place to protect the next generation.
 
If you are looking for a true Wealth Advisor and not just a stockbroker or someone to place investment trades then you have come to the right firm.
 
We mange investment accounts between $500,000 and $20,000,000.

To arrange for a Complimentary Consultation to see how we can help you, call us toll free at 1-800-303-(PLAN) 7526, or use the button below to get in touch.

Complimentary Consultation

At Schindler Wealth Management, we are in the business of helping our clients stay financially secure throughout their retirement.

About

  • Our Philosophy
  • Mission statement
  • Our Team
La Mesa California Office:
ico-address.png7777 Alvarado Road, Suite 621, La Mesa, CA 91942 ico-address.png(619) 667-2979  Toll Free: (800) 303-7526ico-address.pnginfo@schindlerwealth.com
 
Eagle Idaho Office:
ico-address.png1119 E. State Street, Suite 100, Eagle Idaho 83616  ico-address.png(208) 202-2960  Toll Free: (800) 303-7526ico-address.pnginfo@schindlerwealth.com

 

Securities and Advisory services offered through LPL Financial, A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, ID, IN, MI, MO, NC, NM, NV, OK, TN, TX, VA, WA

LPL Financial Form CRS

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