Personal Financial Services (PFS)
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.
We see our role as a Registered Investment Advisor to be much more than product selection and analysis. Our dedication to our clients, as well as our comprehensive and time-tested processes, complement our investment expertise and enables us to deliver unparalleled service.
We invite you to learn more about the Personal Financial Services Group, and look forward to helping you achieve your goals.
