About Schreier Wealth

Life is rarely simple. No decision is really black or white – it’s all shades of gray. Schreier Wealth exists to educate their clients on the range of options to consider based on a personalized set of goals and concerns. And, along the way, build in the flexibility to let priorities evolve – or adapt to a changing environment.

The only way this can happen is by building a deep understanding what matters most to clients. This begins with an introductory meeting. During the discussion, we will get to know you, your family, your business, your concerns, and your goals. Generally, after an initial discussion, we’ll have an idea of whether our team is a good fit for you, and you should have a sense of whether further discussion is helpful.

Assuming we all find value in continuing the engagement, a discovery and planning agreement is created, and a comprehensive fact-finding process is undertaken. A high-level financial plan is then developed, reflecting the client's goals, priorities, and concerns. The team prioritizes areas for refinement, further learning, or immediate action, a stage that can extend over many months as clients become comfortable with the various aspects of the plan. Once the major action items are completed, the relationship shifts to maintenance mode, with ongoing adjustments made as priorities change or life unfolds.

Our Mission

At Schreier Wealth, the mission is to empower clients to pursue financial confidence through personalized, comprehensive financial planning. By understanding each client's unique goals, priorities, and concerns, the team tailors services to create and implement financial strategies that reflect these values and mitigate risks. The focus is on building long-term relationships, ensuring clients feel supported and confident in every financial decision.

Values

Personalization: Every financial plan is customized to reflect the unique needs and values of the client.
Integrity: Commitment to transparency, honesty, and ethical practices in all client interactions.
Client-Centric: Prioritizing the client's best interests in every decision and recommendation.
Education: Empowering clients with the knowledge and tools to make informed financial decisions.
Adaptability: Flexibility to adjust plans as life changes and priorities evolve.
Excellence: Striving for the highest standards in financial planning and service delivery.

Fee Based Planning

At Schreier Wealth, we offer fee-based financial planning services to ensure you receive independent, comprehensive advice tailored to your unique financial goals and circumstances. Our fee-based model strives to eliminate conflicts of interest, providing you with customized recommendations and transparent fees. We take the time to understand your financial situation, values, and objectives, and develop a personalized plan that covers investment management, tax planning, retirement strategies, estate planning, and risk management. Our process includes an initial consultation to build a relationship, data collection, thorough analysis, plan presentation, implementation, and ongoing reviews to keep you on track.

Led by Paul Schreier, CFP®, RICP®, CLU®, ChFC®, our team brings a wealth of expertise and a client-centric approach to financial planning. We are committed to building long-term relationships based on integrity and transparency, and our results speak to the impact we can make in your financial life. Contact us today to schedule a consultation and discover how our fee-based planning services can help you pursue your financial goals with confidence.