The challenge isn’t one thing—it’s everything at once.
Concentration complexity builds. Tax decisions pile up. Opportunities don’t pause. Schmidt helps clients move from uncertainty to clarity—and from decisions to progress.
FINANCIAL Planning
The backbone of financial health.
We align your equity compensation, cash flow, and goals into a personalized roadmap that supports confident decisions for the future you envision.
TAX STRATEGIES
Smart strategy.
Equity comes with tax complexity. We strive to simplify it with proactive planning that minimizes surprises, manages AMT, and maximizes your after-tax wealth.
INVESTMENT PLANNING
Diversification first.
We help you reduce risk by transforming concentrated equity into a balanced, goal-driven portfolio designed for long-term growth and stability.
ESTATE PLANNING
Reality in action.
Your equity is more than wealth—it’s part of your legacy. We design estate plans to protect your loved ones and preserve your success for generations.
INSURANCE PLANNING
Safeguard to protect.
We implement insurance strategies to protect your income, wealth, and family from life’s uncertainties—so you can focus on what matters most.
