As an actively engaged executive, most of your time is devoted to the management and growth of a successful business and your career. Your busy schedule and the high demands of your career make managing family finances a difficult task. It can be easy to ignore questions such as, How am I building and preserving my net worth while avoiding excess income, gift, or estate tax?

The Wealth Office™ of DiMeo Schneider & Associates, L.L.C. acts as your personal Chief Investment Officer. We give you the timely information that is vital to effective financial decision-making. Our seasoned team of professionals offers practical, conflict-free advice in order to help each client achieve prosperity and financial success. We work closely with your legal and tax advisors in order to simplify your life, yet make certain that essential steps are not overlooked. We help you avoid undue risk, seek reasonable after-tax returns, and reduce costs.

Contact Chad Tischer, Principal, for more information.