Big Thinking. Personal Focus.

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
Learn More >

High Net Worth Investors

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

High Net Worth Investment Management
Learn More >

Voyage Program

Financial solutions for individuals and families accumulating wealth.

Family Sunset - aliko-sunawang-Ikb80VsN3Nw-unsplash
Learn More >

Financial Planning

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

Financial Planning Services
Learn More >

Institutions and Non-Profits

Investment strategies to further your mission.

Building pillars
Learn More >

Retirement Solutions

Employee benefits solutions for your organization's needs.

Chess
Learn More >

Wealth Management Videos

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

Wealth Management Video Reel
Learn More >

Market Commentary

Updates and analysis on the state of capital markets.

Schneider Downs Wealth Management Market Commentary
Learn More >

Contact Us

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

Phone and Computer - monica-sauro-Z3vq1JvQZ-Y-unsplash
Learn More >

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.

High Net Worth Clients Served

232

Retirement Plans Managed

101

Assets Under Management

$2,471,843,350

States Where We Serve Clients

29

Statistical data regarding number of high net worth clients served, retirement plans managed, and states where we serve clients is as of March 31, 2022. The approximate assets under management figure presented above is as of December 31, 2021, and is inclusive of discretionary and non-discretionary assets managed by SDWMA Personal Financial Services and SD Retirement Solutions.

major indexes

Indices by TradingView

401(k) Plan Strategies: Options for Addressing Failed ADP Tests
401(k) Plans, Wealth Management
By Shad Fagerland | 5.12.2022

Learn about the different options available to 401(k) plans to address failed ADP tests. ...

read more
401(k) Plan Strategies: Options for Addressing Failed ADP Tests

401(k) Plan Strategies: Options for Addressing Failed ADP Tests

Learn about the different options available to 401(k) plans to address failed ADP tests.

read more >

SDWMA Named One of the Nation’s Top DC Advisor Teams in 2021 by NAPA

Learn about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2021 by the National Association of Plan Advisors for the second consecutive year.

read more >

DOL Releases Cautionary Guidance on Crypto in Retirement Plans

Learn more about the Department of Labor's recent cautionary guidance on adding cryptocurrency to a 401(k) plan's investment menu for plan participants.

read more >

DOL Releases Cautionary Guidance on Crypto in Retirement Plans

Learn more about the Department of Labor's recent cautionary guidance on adding cryptocurrency to a 401(k) plan's investment menu for plan participants.

read more >

The Russia/Ukraine Conflict: What Happened and What it Means for Investors

Learn how the Russia/Ukraine conflict may impact the economy and investors.

read more >

The Russia/Ukraine Conflict: What Happened and What it Means for Investors

Learn how the Russia/Ukraine conflict may impact the economy and investors.

read more >

Happier With An Advisor

Learn why working with financial advisors can lead to higher levels of happiness.

read more >

Happier With An Advisor

Learn why working with financial advisors can lead to higher levels of happiness.

read more >

contact us

Pittsburgh
Columbus
follow us
client portal