Schreiber Bleidt Reed Wealth Management Group
Availability
Accepting new clients
Financial Advisors
Dave Schreiber, CFP®, Financial Advisor
Elizabeth Bleidt, CFP®, CPWA®, AAMS™, CWS®, Financial Advisor
Samantha Schreiber-Reed, CFP®, ABFP™, Financial Advisor
Office Phone Number
(303) 776-9839
Office Address
1325 Dry Creek Dr Ste 200
Longmont, CO 80503
About Our Practice
The Edward Jones Schreiber Bleidt Reed Wealth Management Group is committed to providing a client experience that can’t be replicated.
We've designed our team approach to integrate our complementary strengths and enhance each client experience with different perspectives, but one shared focus: We care about getting to know you. So, we’ll ask hard, smart questions and listen carefully to understand the underlying motivations to your financial decisions. Our approach is thorough and genuine. We'll partner to explore where you are today, where you want to be tomorrow and the financial path that can help get you there.
With over 50 years of combined experience, we recognize the high standard of care and proficiency required to preserve long-term client relationships and meet the evolving needs of the individuals and families we serve. Over the years, we’ve stood side by side with clients to navigate market cycles, plan for the future and adjust to life's challenges, milestones and goals.
Our team values collaboration and innovation. We engage the expertise of your CPA and estate planning attorney to address specific needs. And we take pride in thinking outside the box and presenting solutions you may never have heard of.
Meet Our Financial Advisors
Experience an award-winning team
Best-in-State Wealth Management Teams1
Dave Schreiber — ranked in Colorado, 2023 – 2024
Samantha Schreiber-Reed — ranked in Colorado, 2023 – 2024
Elizabeth Bleidt — ranked in Colorado, 2023 – 2024
Forbes Best-in-State Wealth Advisors2
Dave Schreiber — ranked in Colorado, 2021 – 2024
Top Next-Gen Wealth Advisors Best-in-State3
Elizabeth Bleidt — ranked in Colorado, 2023 – 2024
Top Women Wealth Advisors Best-in-State4
Elizabeth Bleidt — ranked in Colorado, 2024
Our office
Schreiber Bleidt Reed Wealth Management Group
1325 Dry Creek Dr Ste 200
Longmont, CO 80503
Office Phone Number
(303) 776-9839
Office Hours
Mon- Thu: 8:00 AM — 5:00 PM
Friday: 8:00 AM — 4:00 PM
Saturday: By Appointment Only
Sunday: Closed
Our Team
Judy Meduna
Sr. Branch Office Administrator
Joanna Halle
Branch Office Administrator
Alexia Hegy
Branch Office Administrator
Important information :
1. 2023-2024 Forbes Best-in-State Wealth Management Teams in Colorado, published January each year, research by SHOOK Research LLC, data as of March of the prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.
2. 2021-2024 Forbes Best-In-State Wealth Advisors in Colorado, published 1st trimester each year, research by SHOOK Research LLC, data as of June of the prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.
3. 2023-2024 Forbes Top Next-Gen Wealth Advisors Best-in-State for Colorado, published August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.
4. 2024 Forbes Top Women Wealth Advisors Best-in-State in Colorado, published February 2024, research by SHOOK Research LLC, data as of September 2023. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.