Who We Are
Meet the founders: Tom and Nancy Schilreff
What We Do
Learn more about our financial services dedicated
to families at or near retirement
Be Informed
Use our resources to prepare for your retirement
Welcome to Schilreff Wealth Management
Founded in 1996, Schilreff Wealth Management is a leading wealth management firm based in Plano, TX. As trusted financial stewards, we provide an elevated standard of care and manage assets for families, individuals, and business owners.
Tom and Nancy Schilreff work diligently to build relationships and to prove worthy of the trust and confidence placed in us by each and every client who becomes part of our Schilreff Wealth Management family. Our services include Lifestyle and Income Planning, Asset Management, Medicare Supplements, Long-Term Care, Estate Planning, Taxes, Legacy, and Succession Planning. Our mission is to conscientiously secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams, and financial security for a life well-earned.
A helping hand for every stage of life.
Our planning process ensures we consistently address the important financial milestones as they occur throughout your life. Whether you’re just getting started with saving, you’re in the peak of your earning years, or retirement is on the horizon, our mission is to conscientiously secure your financial well-being over the course of your life, working diligently to help you achieve your goals, dreams, and financial security.
DISCOVER
Our advisory team will work with you to determine your precise financial planning goals and objectives.ANALYZE
We will analyze your current plan and educate you on the areas that may potentially be improved by presenting solutions tailored to your goals and objectives.IMPLEMENT
Once the updated plan is refined, our team will provide a list of action items necessary to execute the plan from start to finish.EVOLVE
Once your plan has been implemented, we will schedule regular strategy sessions to ensure the adjustments are made and your plan evolves properly.The Result
A comprehensive financial plan covering 5 key areas:
Icome
Investments
Taxes
Healthcare
Legacy
Schilreff Wealth Management
The Plaza at Legacy
The Plaza at Legacy
5465 Legacy Drive, Suite 650, Plano, TX 75024
SPECIAL OFFER!
Please call us at (972) 731-2595 or fill out the form below to receive your complimentary copy of Patrick Kelly's "Stress-Free Retirement"
FILL OUT THE FORM BELOW FOR YOUR COMPLIMENTARY COPY OF PATRICK KELLY'S "STRESS-FREE RETIREMENT"