"The best way to predict your future is to create it”,
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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