The Praxis Group at Morgan Stanley

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The Praxis Group

OUR MISSION STATEMENT

To Make Your Life and Wealth Work Together.

Our Story and Services

Why Clients Choose The Praxis Group

The Praxis Group is a diverse family team of Family Wealth Managers that oversee the finances of a select group of transitioning individuals, families, businesses and foundations.  Our deep commitment to our clients is simple:

“To be an essential partner that helps to conserve our clients’ wealth and cultivate dynamic growth strategies so they can pursue their life’s passions."

Services Include

  • Estate Planning Strategies
  • Philanthropic Services
  • Wealth Management
  • Business Succession Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Divorce Financial Analysis


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Wealth Management Philosphy

Commitment To Excellence

  • Our fiduciary commitment to our clients serves as the foundation for our guiding principles and is supported by our personal integrity, competency, and empathy.

  • We pride ourselves on our boutique-like service, our strong desire to serve each client with thoughtfulness and commitment to making personal connections. Regular, proactive communication helps clients better understand evolving circumstances, adapt to their life’s changes, and stay on track with their goals.

  • A commitment to put clients’ interests first drives us to be your trusted partner today and for generations to come.

"Advice and guidance you can trust from a team building long-lasting relationships through a multi-generational wealth strategy"

 


Working With You

Our Distinctive Approach

  • Our commitment to understanding starts through our discovery process by taking the time to learn about you and your family’s specific goals, challenges and feelings about risk.

  • We then build a goals-based strategy and provide the power of our investment discipline to help grow and adapt to the life changes and stages each of our clients experience – resulting in a unique “Purposeful Allocation Plan” that matches a client’s assets and needs appropriately to cash flow and growth.

  • Our holistic approach provides ongoing client education to help simplify complex life decisions and transitions.

"Clients feel the confidence that comes from having a process, long-term plan, and strategy in place"


Our Team

A Multi Generational Team

  • We are a father-daughter team with unique perspectives and insights that enable us to help our clients with different backgrounds and needs. Like many of our clients we strive to be engaged with the community we serve.

  • We are a credentialed and nationally recognized team with extensive knowledge, experience, and we access the exclusive institutional resources and intellectual capital of the firm.

  • We initiate effective collaboration with our clients’ other trusted advisors to help navigate complex issues, manage risk and help our clients preserve and grow their wealth with transparency and objectivity.

"Knowing that a deeply experienced and diverse team will serve as your stewards of wealth brings peace of mind"


Our Awards

The Praxis Group Awards & Publications

Paul Sanderson:
  • Family Wealth Director since 2012
  • President's Council Member
  • August 2006 issue of Research Magazine, "Profiles in Success"

Jennifer Schneidermann:
  • Forbes' inaugural listing of millennial financial advisors, "America's Top 500 Next Generation Wealth Advisors" 2017
  • Diablo Magazine "Top Wealth Mangers in San Francisco" 2013
  • Interviewed in the Monthly Magazine article "Mature Money" 2013
  • Research Magazine, "Profiles in Success" 2006


Location

Location

  • 1333 N. California Blvd.
  • Suite 133
  • Walnut Creek, CA 94596


    Meet The Praxis Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Praxis Group today.

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