Big Thinking. Personal Focus.

Why Schneider Downs Wealth Management Advisors?

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

261

Retirement Plans Managed

103

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 December 31, 2021. 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

Do Millennials Value a Caddy?

Learn more about trends and indexes surrounding millennials' use of wealth management investors and the challenges they may face under long-term, self-management. ...

Do Millennials Value a Caddy?

2022 Retirement Plan Limitations

Learn about the 2022 retirement plan limitations announced by the IRS, effective January 1, 2022.

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2022 Retirement Plan Limitations

Learn about the 2022 retirement plan limitations announced by the IRS, effective January 1, 2022.

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SDWMA Financial Planning Video Series Now Available

Explore the new financial planning video series from the Schneider Downs Wealth Management Advisors team.

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SDWMA Spotlight: The Voyage Program

Join members of the Schneider Downs Wealth Management Advisors team to learn more about the Voyage Program.

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Approaching Year End, Beware of the Lurking Ninja Tax

Learn more about the income tax on capital gains distributions and how investors can effectively manage exposure.

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Social Security’s Inadequate Cost-of-Living Adjustment

Learn more about the difficulties presented by Social Security’s Cost of Living Adjustment and how to fundi retirement expenses and other financial goals and objectives.

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More Potential Changes to the U.S. Retirement System Are on the Horizon. Here’s What’s in Store…

Read about two new bipartisan bills and how they will modify the 2019 Setting Every Community Up for Retirement Enhancement Act.

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More Potential Changes to the U.S. Retirement System Are on the Horizon. Here’s What’s in Store…

Read about two new bipartisan bills and how they will modify the 2019 Setting Every Community Up for Retirement Enhancement Act.

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