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Why Schneider Downs Wealth Management Advisors?

Ultra High Net Worth Investors

Personalized planning and investment management for your complex needs and goals.

Ultra High Net Worth Investment Management
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High Net Worth Investors

Planning and investment management tailored to your wealth-building goals.

High Net Worth Investment Management
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Voyage Program

Financial solutions for individuals and families accumulating wealth.

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Financial Planning

Holistic planning to serve as the roadmap to your financial goals.

Financial Planning Services
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Institutions and Non-Profits

Investment strategies to further your mission.

Building pillars
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Retirement Solutions

Employee benefits solutions for your organization's needs.

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Wealth Management Videos

Video commentary on financial planning, capital markets, and much more.

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Market Commentary

Updates and analysis on the state of capital markets.

Schneider Downs Wealth Management Market Commentary
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Contact Us

Contact us to begin the process of achieving your financial goals.

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Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, the commitment to our clients remains our first priority.

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OUR THOUGHTS ON

Erroneous IRS Form 8955-SSA Penalty Notices
Wealth Management
By Shad Fagerland | 9.8.2023

Learn more about the CP 283-C penalty notices mistakenly sent out on timely filed Forms 8955-SSA. ...

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Erroneous IRS Form 8955-SSA Penalty Notices

IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

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IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

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How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

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How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

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How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

read more >

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

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