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

247

Retirement Plans Managed

104

Assets Under Management

$2,114,935,226

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, 2021. The approximate assets under management figure presented above is as of December 31, 2020, and is inclusive of discretionary and non-discretionary assets managed by SDWMA Personal Financial Services and SD Retirement Solutions.

major indexes

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. ...

Approaching Year End, Beware of the Lurking Ninja Tax

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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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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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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The Stock Pays a Good Dividend

Learn more about the benefits and misconceptions regarding pure dividend investing, and why using it as the sole underpinning of an investment thesis can lead to sub-optimal outcomes.

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Given the Proposed Changes in President Joe Biden’s Tax Plan, Could A Non-Qualified Annuity Make Sense?

Better understand Non-Qualified Annuities including the associated costs and how proposed tax law changes affect annuities.

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Education About Student Loans

Learn more about the expanding liability of Student Loans and the options available including, interest rates and terms.

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