Schiel Wealth Management

Financial ServicesCalifornia, United States0-1 Employees

Schiel Wealth Management operates in the financial services sector, offering a continuum of planning and advisory services aimed at retirement readiness, legacy and estate considerations, risk management, and tailored banking solutions for affluent clients. Based in San Juan Capistrano, California, the firm emphasizes investment portfolio management alongside comprehensive planning reports that address personal and business financial needs, education planning, and health and medical considerations. The organization positions itself as an independent advisory resource, aligning securities and advisory services through Independent Financial Group, while maintaining that it does not offer proprietary investment products. Its client focus appears to be high-net-worth individuals seeking integrated wealth management, estate planning, and risk mitigation within a regulated framework. Acknowledging media recognition, the firm has been highlighted in outlets such as CNBC, the OC Register, and Orange Coast Magazine for its standing among regional wealth managers. }

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