William Snider

Investment ManagementRetirement PlanningTaxesFinancial Life Planning
Written By Knapsack
 

Wealth Advisor

Areas of Focus

  • Financial Life Planning

  • Investment Management

  • Retirement Planning

  • Taxes

Denver, CO
(serving clients nationwide)

 
 

Qualifications & Experience

  • Over 20 years guiding individuals, families, and institutions in wealth management, trust services, and financial planning

  • Began at Charles Schwab; held leadership roles at First Western Trust, CoreFirst Bank & Trust, and ANB Bank—served nearly a decade as Trust Officer and Senior Vice President

  • Senior Financial Advisor at Colorado Financial Management; later Vice President & Senior Wealth Advisor at Lido 

  • Currently a Wealth Advisor at ONE Advisory Partners

About

William Snider is a Wealth Advisor at ONE Advisory Partners, based in Denver, Colorado, serving clients nationwide. With more than 20 years in wealth management, trust services, and financial planning, he began his career at Charles Schwab, where he led a team managing investment portfolios and financial planning . Over nearly a decade, he held leadership roles at First Western Trust, CoreFirst Bank & Trust, and ANB Bank, serving as Trust Officer and Senior Vice President. He then deepened his expertise as Senior Financial Advisor at Colorado Financial Management and later as Vice President and Senior Wealth Advisor at Lido.

In his role at ONE Advisory Partners, William focuses on financial life planning, investment advice, retirement readiness, and tax strategies. He builds trusted relationships and long‑term plans aligned with clients’ individual goals. He also supports the Denver community through board service with the Rotary Club of Denver, Club 31.

Knapsack

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