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10001 Woodloch Forest Dr, Suite 550, The Woodlands, TX 77380

281-362-1995
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At Schroeder Wealth Advisors we specialize in serving executives and professionals who are pursuing retirement or are retired

Client Centered


Our areas of focus include: 

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Family Wealth Transfer Strategies
  • Education planning
  • Business Succession Planning
  • Wealth Enhancement
  • Real Estate Analysis
  • Personal Tax Planning Strategies

I Want To Retire


Do I have enough to retire?


How much will I need to fund my retirement?


What happens if there is a market downturn when I need my investments?


How long will my money last?


What can I do to grow my wealth before and during my retirement?


If I am on track, what could disrupt my retirement plan?


What is the best time to take my Social Security?


Where can I get health insurance before Medicare?


What is the best method of savings for me?


What should my investment portfolio include, or exclude, based on my situation?


Should I reduce debt or save leading into retirement?

I'm Already Retired


Will my money last for my entire lifetime?


What are the economic and financial risks to my retirement and what can I do to prevent them?


What happens if there is a market downturn when I need my investments?


What is the best way to leave my wealth to those I care about?


How can I utilize charitable giving to minimize unnecessary taxes?


What can I do to grow and protect my wealth in retirement?


What is the best time to take my Social Security?


Where can I get health insurance before Medicare?


What should my investment portfolio include, or exclude, based on my situation?

What to bring to your first meeting

  • Questions that you have regarding your current financial situation
  • A list of financial goals that you would like to achieve, including both short-term and long-term
  • Statements or your login information for your portfolio and banks