We are honored to announce that Schmidt Financial Management has been named a finalist for the 2024 WealthManagement.com Industry Award (the "Wealthies") in the prestigious Client Initiative category. This recognition from WealthManagement.com, a leading platform for wealth management professionals, highlights our commitment to delivering exceptional innovation and service to technology executives and professionals.
The Client Initiative category celebrates firms that implement creative and impactful client service strategies. Our submission, the innovative Tax Dashboard, was recognized for its role in transforming client and CPA collaboration by streamlining communications and tax management tasks — enhancing the client experience and alleviating stress around tax season.
At Schmidt Financial Management, we specialize in helping technology executives and highly compensated professionals navigate the complexities of equity compensation, IPO planning, and long-term wealth strategy. Our team is dedicated to delivering proactive, fiduciary advice tailored to every stage of our clients' careers.
Being recognized as a 2024 WealthManagement.com Industry Award finalist underscores our mission to equip technology professionals with the tools, clarity, and support they need to make confident financial decisions and maximize their wealth-building opportunities.
We extend our sincere thanks to WealthManagement.com for this honor and to our incredible clients and team members who continue to inspire innovation at Schmidt.
Learn more about our award-winning services and how we help technology executives thrive.