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
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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.

High Net Worth Clients Served

231

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 September 30, 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.

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SDWMA Thoughts on the Banking Industry and the Economy
Wealth Management
By Michael Divens | 3.28.2023

Learn more on the SVB collapse and how it is effecting current regional bank environments. ...

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SDWMA Thoughts on the Banking Industry and the Economy

SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA

Learn more about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2022 by the National Association of Plan Advisors for the third consecutive year.

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Questions Regarding Cash Management in the Current Market Environment

Learn more about the recent takeover of two regional banks by the FDIC and how regional banks are addressing Cash Management in the current market environment.

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SDWMA Thoughts on Silicon Valley Bank

Learn more about the Silicon Valley Bank collapse and why SDWMA embraces diversification.

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SECURE 2.0 Act – Section 350. Safe Harbor for Corrections of Employee Elective Deferral Failures

Learn more about Section 350. Safe Harbor for Corrections of Employee Elective Deferral Failures of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 110. Treatment of Student Loan Payments as Elective Deferrals for Purposes of Matching Contributions

Learn more about Section 110. Treatment of Student Loan Payments as Elective Deferrals for Purposes of Matching Contributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 303. Retirement Savings Lost and Found

Learn more about Section 303. Retirement Savings Lost and Found of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 338. Requirement to Provide Paper Statements in Certain Cases

Learn more about Section 338. Requirement to Provide Paper Statements in Certain Cases of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 121. Starter 401(K) Plans for Employers with No Retirement Plan

Learn more about Section 121. Starter 401(K) Plans for Employers with No Retirement Plan of the SECURE 2.0 Act.

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