Wealth Management at Schroeder Capital

At Schroeder Capital, our mission is to empower you to achieve your life goals and secure your future through tailored, comprehensive wealth management.

As a fee-only, independent firm, we operate without commissions, ensuring our fiduciary duty aligns solely with your financial interests.

Comprehensive Financial Planning

Feeling uncertain about your finances, future transitions, or whether you're making the right choices? We provide a thorough audit of your current financial situation, listen to your aspirations, and craft a personalized action plan to build confidence in your financial future.

Overwhelmed by investment options or unsure about the right time to invest? We design and manage diversified portfolios tailored to your unique goals, keeping your investments on track.

What Sets Us Apart?

Our independent structure and client-focused approach distinguish us. By intentionally limiting our client base, we offer more frequent check-ins, direct access, and real-time discussions on life changes (career shifts, family planning, relocation) and financial priorities (legacy planning, charitable giving, retirement).

We find joy in helping clients uncover the "why" behind their wealth. Through meaningful partnerships, we guide you to clarify the purpose of your money and create a vision for using your wealth to achieve your life and legacy goals. Key questions we explore include: "How much do I need?" and "How will my wealth shape my legacy?”

Set up a Call

Interested in working together?  Schedule a meeting via Calendy here