SCH Financial Group LLC │ 3003 Tamiami Trail N, Suite 300, Naples, Florida 34103

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SCH Financial Group, LLC
Mount Monadnock New Hampshire
Terry D. Schnare, CRPC ®

Terry D. Schnare, CRPC ®
Managing Principal, Wealth Manager

“The best way to predict your future is to create it”,
-Abraham Lincoln.

For over thirty years Terry Schnare has been managing wealth for affluent investors and their families. Terry is the Founder and Managing Principal of SCH Financial Group, LLC in Naples, Florida. Terry provides sound advice and straight talk to client’s year after year and has created a multi-generational practice. Having maintained a reputation for integrity, scholarship and confidentiality. Terry pursues his client's goals with honest advice and forward-thinking strategies.

Terry graduated from Keene State College with a BS degree in Business Management focused in Finance and Investments and has earned the designation (CRPC) Chartered Retirement Planning Counselor. Terry’s education and experience has helped him to develop a comprehensive brand of Wealth Management. His specialized approach includes a combination of utilizing advanced technology to create a clear diagnostic assessment of his client’s current financial picture alongside advanced wealth strategies, sophisticated tax planning and on-going multi-generational account management. This style is designed with the goal of lessoning tax burdens, capitalizing on market movements and promoting efficient transfer of wealth from one generation to the next.

Terry’s credentials beyond his licensing include holding positions such as Branch Manager, Senior Wealth Management and Wealth Portfolio Manager at Wells Fargo and A.G. Edwards and Sons. During this time Terry was not only known for his leadership and innovative strategies but was also well known for his informative and timely seminars. Terry leads multiple speaking engagements for leaders in Finance throughout his local community as well as nationally.

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Wealth Management

Wealth Management is a process built around the coupling of an Investors Risk tolerance, asset management, estate planning and tax planning goals.

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Fixed Income

SCH Financial Group offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies...

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Corporate Retirement

Plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees...

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Legacy Planning

Legacy Planning at SCH Financial Group focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate...

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