Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2018

Barron's

Top 1200 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018

"We serve as a single point of contact for high-net-worth individuals and families, providing integrated investing, banking and lending. Our service model conveys our commitment to excellence, demonstrated by the attentiveness we bring to each relationship."

Welcome
At The Schoner Team, we offer the knowledge and perspective we have gained from advising high-networth clients for many years. Our founder, Sam Schoner, has worked in wealth management since 1990. He is joined by team members Mary Jane Reyes, Hilary Yu, and Lauren McPartland, who add collective wealthmanagement experience of more than 55 years. Clients look to us for assistance in weighing their options, discerning a hierarchy of priorities, and navigating the decisions that can accompany substantial wealth.
A single source for integrated wealth management
Our team draws on extensive experience in investing, wealth transfer, banking and lending. We appreciate the singular nature of each client's circumstances, taking the time to gain a clear understanding of each person's goals and aspirations. Many of our clients have worked with us for decades, allowing us to develop a perceptive grasp of their preferences and interests. This familiarity allows us to support steady progress toward their objectives, particularly those that require long-term planning and execution.
Service that cements our relationships
Interacting with our clients is one of the most enjoyable aspects of our role. We look to convey how much we value each person or family through our reliable service model. Timely action and diligent follow-through are the bedrocks of our approach. We strive to embody these principles through a strong work ethic, customized to each client:
- You will reach a live person who understands your situation. We are a close-knit team that stays apprised of each client's situation. When you speak with one of our team members, you will know that you are heard and understood.
- You will perceive the depth of our care. We respond quickly to inquiries and take the time to provide periodic updates. By tackling the administrative details that can absorb your time, we look to provide you with more hours in your life for the people and pursuits you value most.
- You will witness our coordination first-hand. We work well with your external tax and legal advisors, helping to advance steady momentum on shared initiatives. Clear communicators, we follow through on action items to generate sustained direction for your requests, providing ongoing leadership and collaboration.

Learn More

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now