Schiel Wealth Management

Schiel Wealth Management "I hope you find my story about beating lung cancer, fighting terrorism, and starting a small business interesting. Member FINRA & SIPC.

MISSION STATEMENT: Offer tailored personalized financial solutions for individual investors and business owners by utilizing goal oriented planning, a diversified and conservative investment strategy, and uncompromising service. As a young man, I have seen some of the best and worst that this world can throw, and it’s for this reason that I am so passionate about helping others. As a financial pla

nner and risk manager, I love what I do! I have the great privilege of helping people plan for their ideal future, but I also aid in assisting for life’s moments of uncertainty. As an independent financial advisor free from sales quotas and corporate agendas, I take the time needed in providing my clients with some of the best leadership, customer service, investments and solutions found anywhere." -Chad Schiel

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Schiel Wealth Management and IFG are unaffiliated entities. For list of states licensed to sell securities in, please visit www.SchielWealthManagement.com. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

06/04/2025
For more information and to RSVP please visit https://schielwealthmanagement.com/feeding-the-hungry.htmlSaturday, Octobe...
09/17/2024

For more information and to RSVP please visit https://schielwealthmanagement.com/feeding-the-hungry.html

Saturday, October 5th from 3:00 - 5:00pm we will be packing and shipping over 28,000 meals to malnourished children in Santa Rosa, Ecuador! It's so awesome to see what this outreach effort has turned into since we first started it back in 2019. Since that date we have packaged and shipped over 251,000 meals... Enough food to take 690 children out of a chronic state of hunger for a full year!!! This effort wouldn't be possible without our clients, our partners at Kids Around the World and all of our many volunteers, the likes of whom have served over 2,000 hours collectively! Truly awesome!!! Just like our last event, we will be feeding everyone who helps with a fully loaded catered taco bar by TACO CHIHUAHUA! Seats are limited to 120 and RSVP is REQUIRED. For more information and to RSVP please visit https://schielwealthmanagement.com/feeding-the-hungry.htmlOn

05/05/2024

This is the fundraising and donation page for all participants joining us in July on our team trip to Ecuador.  Volunteers - create a fundraising page that you can share with friends and family or make a direct deposit to.  Donors - Select the 'Donate Now' button to make a do...

Seeing this chart will shock many of you...
02/29/2024

Seeing this chart will shock many of you...

We chart the widening gap between median house prices vs. income in America, using data from the Federal Reserve.

We are honored to be recognized again for our ninth consecutive time as one of Orange County's finest wealth managers in...
01/26/2024

We are honored to be recognized again for our ninth consecutive time as one of Orange County's finest wealth managers in Orange Coast Magazine for 2024.

​"Finding a wealth manager who suits your needs can be a daunting task. In fact, many consumers have a hard time figuring out where to even begin. Orange Coast magazine and Five Star Professional...

10/11/2023

Had another successful meal packing event this last weekend where we had over 100 volunteers turn out to pack 28,556 meal for malnourished children in Santa Rosa, Ecuador. If you’d like to get involved DM me.

A chart to put into perspective recent bank failures compared to those of the 2008 financial crisis.
09/22/2023

A chart to put into perspective recent bank failures compared to those of the 2008 financial crisis.

This graphic charts over 560 U.S. bank failures since 2001, including the most recent addition: First Republic Bank.

Address

30448 Rancho Viejo Road
San Juan Capistrano, CA
92675

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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