Big Thinking. Personal Focus.

Why Schneider Downs Wealth Management Advisors?

Individual Investors, Trusts, and Estates

Investment management tailored to your goals.

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Retirement Solutions

Employee benefits solutions for your organization's needs.

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Institutions and Non-Profits

Investment strategies to further your mission.

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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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Behavioral Investing Challenges

Human emotion has been shown to be the Achilles Heel of most investors as Charles Munger, long-time partner of Warren Buffet, once said, “A lot of ...

Behavioral Investing Challenges

SECURE Act – Treatment of Custodial Accounts on Termination Of Section 403(b) Plans

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that makes it easier for plan sponsors to terminate

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SECURE Act: Church-Controlled Organizations: Clarification of Retirement Income Account Rules Under the Secure Act

Section 111 of the Setting Every Community Up for Retirement Enhancement (SECURE) Act clarifies who may be covered under retirement plans that are maintained

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SECURE Act: Stipends Treated as Compensation

Several provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) pertain to IRAs. One of these affects stipends

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SECURE Act – Treatment of Custodial Accounts on Termination Of Section 403(b) Plans

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that makes it easier for plan sponsors to terminate

read more >

SECURE Act: Combined Annual Report for Group of Plans

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes provisions that would permit certain retirement plans to file

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SECURE ACT - Modification of Nondiscrimination Rules to Protect Older, Longer-Service Participation

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes provisions that grant nondiscrimination testing relief for

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SECURE Act: Combined Annual Report for Group of Plans

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes provisions that would permit certain retirement plans to file

read more >

SECURE ACT - Modification of Nondiscrimination Rules to Protect Older, Longer-Service Participation

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes provisions that grant nondiscrimination testing relief for

read more >

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876