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About

Nick Schneider is a Managing Partner and Senior Wealth Advisor at Forty North Wealth. With over 15 years of experience in the financial planning industry, Nick has been dedicated to helping clients secure their financial futures since 2008.

Earning the Certified Financial Planner (CFP) designation in 2020, he brings a wealth of knowledge and expertise to every client relationship.

At the core of Nick's approach is providing clients with flexibility and control over their financial future. This empowerment boosts clients' confidence and allows them to focus on what truly matters to them. His primary objective is to provide a tangible "Scopus"—an aim or goal that brings fulfillment to each client.

Originally starting his career in Omaha, NE, Nick relocated to Denver in 2022 with his wife, Danielle, and sons, Knox and Krew. Outside of work, Nick and his wife enjoy attending local sporting events, exploring the great outdoors, and supporting their two sons in their activities.

Areas of Expertise

Retirement PlanningFinancial Planning

Education & Credentials

CFP® designation, 2020

ChFC® designation

Career History

  1. Managing Partner & Senior Wealth Advisor

    Forty North Wealth

    2008 – Present

    Current

  2. Financial Planner

    Panoramic Investment Advisors

    Nov 2021 – Apr 2025 · 3 yrs 5 mos

  3. Wealth Management Advisor

    TIAA

    Nov 2016 – Nov 2020 · 4 yrs 1 mo

  4. Wealth Advisor

    Physician Advisors, LLC

    Mar 2015 – Nov 2016 · 1 yr 9 mos

  5. Financial Representative

    Northwestern Mutual

    Jan 2008 – Mar 2015 · 7 yrs 3 mos

About Forty North Wealth

Forty North Wealth is a fee-only fiduciary wealth management firm dedicated to guiding individuals and families through retirement and long-term financial planning. The firm emphasises trust, transparency, and tailored financial strategies built around each client's unique goals.

Visit fortynorthwealth.com

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We interview every financial adviser we certify to understand the types of clients they serve and how long they have been in practice. We also review each firm's Form ADV and related materials as filed with the SEC to support our effort to include fee-only fiduciary advisers who appear to be in good standing based on those filings.

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