Wealth PartnersKasandra Schindler
Welcome
Kasandra Schindler's clients are high-net-worth individuals, mostly business owners and entrepreneurs, who have complex financial lives. Her goal is to not only protect their earned wealth, but to afford her clients the luxury of knowing that their finances are as professionally managed as their business affairs.
With over 20 years of financial management experience, Kasandra delivers asset allocation analysis and recommendations, retirement services, multigenerational wealth strategies, tax-efficient investment approaches and third-party manager selection.
Informed investing
Kasandra believes that the first step to a sound comprehensive wealth management strategy is to know each client and build a trusted relationship with them.
She invests the time to determine what vexes her clients the most, and takes a keen interest in understanding what drives them: Who and what are most important to them? How do they feel about retirement? The next generation? When will they need their money, and how long is their investment timeline?
A tailored approach
Her approach includes an analysis of clients' current investment portfolios and their previous market experiences. From these insights, Kasandra designs appropriate asset allocations that are matched to each client's specific goals and risk tolerance.
Recognizing that entrepreneurs and business owners often have significant equity tied up in their businesses, making liquidity strategies an important issue, she balances short-term cash management needs and longer-term investment goals.
Kasandra leverages the firm's resources and third-party managers to carefully construct and manage tailored investment portfolios, choosing among equities, fixed income, exchange-traded funds and mutual funds.
Her strategic and tactical investment decisions reflect each individual's distinctive financial objectives.
An array of services
Kasandra has direct access to J.P. Morgan's industry-leading Research and Due Diligence Teams, employing their macro and strategic analyses in developing investment plans and ideas.
She taps the firm's global resources to offer vast products and strategies—from personal lines of credit to sophisticated lending services and banking products.
Ongoing oversight
Kasandra meets with clients on a regular basis to discuss benchmark comparisons and progress against their established goals. She refines strategies to accommodate changes to personal situations and evolving market conditions.
Her clients rely on her to navigate through their ongoing comprehensive wealth management needs and help relieve the financial stress that often accommodates reaching one's financial goals.
Learn More
Insights
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January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowBlack women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowHow are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowThe intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowKey actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowNew York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowThe case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowThere’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowWhat impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowWhat you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowWill central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWill the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now