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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.

Wealth Management Video Reel
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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

How Safe Are Your 401(k) Assets?
401(k) Plans, ERISA, Wealth Management
By Kyle Zeller | 5.10.2023

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?

How Safe Are Your 401(k) Assets?

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

read more >

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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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 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

Learn more about Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

Learn more about Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met of the SECURE 2.0 Act.

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