Schneider, Richard K Agt
Schneider, Richard K Agt is a prominent wealth management firm based in Scottsdale, Arizona, dedicated to fostering lasting relationships through personalized financial planning. Led by Senior Vice President Jennifer Loson Lucovich, the team emphasizes understanding clients' priorities and concerns to help them achieve their life goals through tailored strategies and a comprehensive approach to wealth management.
Recognized for excellence, Jennifer Loson Lucovich has been honored as one of Forbes' Best-in-State Wealth Advisors and Top Women Wealth Advisors for 2024 and 2025. The firm's UBS Wealth Way framework focuses on three key dimensions: Liquidity, Longevity, and Legacy, allowing clients to navigate their financial futures with confidence and clarity.
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