The Schneider Downs Wealth Management Advisors (SDWMA) Personal Financial Services Group specializes in designing and managing custom investment portfolios for individuals, trusts, estates, pensions and profit sharing plans, charitable organizations and businesses.
SDAdvantage 401(k) Platform integrating an open investment architecture, complete fee transparency and on-site personalized participant education, as well as fiduciary protection for Plan Sponsors. The Schneider Downs Wealth Management Advisors (SDWMA) Qualified Retirement Plan group was created to meet the needs of our retirement plan clients. With more than 100 years of collective experience in the retirement plan, investment, financial planning, audit and tax fields, our team brings unique perspectives to the development of comprehensive and integrated retirement plans that fit the needs of our clients.
