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                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.    
 
     
 
Congratulations to Nancy Skeans, selected
FIVE STAR Wealth ManagerSM   
 
As seen in the July, 2010 issue of Pittsburgh Magazine,
a FIVE STAR Wealth ManagerSM  is selected
through an independent rating service based on client nominations. 
  
Capital Markets Perspective by Jerry Webman of Oppenheimer Funds as mentioned in our recent mailing

SDWMA is also ranked in the top 20% of CPA affiliated Wealth Managers as seen in the current issue of Accounting Today

We did it again!  SDWMA ranked among the 2010 Top Wealth Managers

Schneider Downs Wealth Management Advisors ranked in the top third of financial advisors nationally as seen in Financial Advisor Magazine
 
- Schwab Market Commentary by Liz Ann Sonders
 
SDWMA in the News: 

Creative Planning is the topic of the Wall Street Journal blog "What Tiger's Ex Should Do With her Windfall" featuring Nancy Skeans
 
Nancy Skeans quoted in the Pittsburgh Tribune Review -"Banks shoot to up revenue by expanding investment guiding efforts"
 
Don Linzer weighs in in the Pittsburgh Post Gazette "What's next for the Estate Tax"
 
Nancy Skeans interviewed in the Pittsburgh Post Gazette article "Learning to Survive: Losing a spouse can leave many women financially vulnerable 
 
Pat Fisher shares his perspective in the Pittsburgh Post Gazette  "Investors can Limit Mutual Fund Fees"
 
Nancy Skeans' byline appears in the Pittsburgh Post Gazette "Dealing with a Financial Crisis"

"How to Bounce Back From a Job Loss" in The Faster Times featuring advice from Nancy Skeans

Don Linzer quoted in Wall Street Journal article "A Classic Dividend Play"

**New** Three Minute Financial Check-Up

Don Linzer quoted in Kiplingers "Tax Moves that Save Big Bucks"

Back to Basics
NASDAQ - New York, New York, USA
EQUITIES spoke with Patrick W. Fisher, an investment advisor for Schneider Downs Wealth Management Advisors...

Don Linzer, CEO quoted in Wall Street Journal article "Saving Again"
 
Nancy Skeans promoted to Partner, Schneider Downs Wealth Management Advisors, LP
  

Nancy Skeans, Managing Director was recently quoted in The Pittsburgh Post Gazette... more

 
Insights Archive - Timely articles and commentary by the SDWMA team

Discover the new Schneider Downs & Co. website for insights and relevant information