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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.

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High Net Worth Investors

Planning and investment management tailored to your wealth-building goals.

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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.

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Institutions and Non-Profits

Investment strategies to further your mission.

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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.

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Market Commentary

Updates and analysis on the state of capital markets.

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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.

MAJOR INDEXES

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OUR THOUGHTS ON

Maintaining a Disciplined Investment Approach

Wealth Management
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When it comes to investments, it's easy to want to dive right in, but often that mentality can lead you…

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Investment Corner with Jason & Sean: U.S. Small Cap Equities

“History never repeats itself, but it often rhymes.” – Mark Twain The internet is going to change the world. It…

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Master Your Credit Card Strategy: A Guide to Maximizing Rewards and Boosting Your Credit Score

Credit card debt has soared to new heights, totaling over $1.125 trillion at the close of 2023, the highest balance…

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SDWMA Named as one of the Nation’s Top DC Advisor Teams in 2024 by NAPA

We are pleased to announce that Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the…

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Investment Corner with Jason & Sean: The Last Mile of the Inflation Race May Be the Hardest

In June of 2022, the U.S. recorded a year-over-year inflation reading of 9.1%, an inflation level not yet experienced in…

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Financial Planning for Blended Families

40 percent of families in the U. S. are blended with at least one partner having a child from a…

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Investment Corner with Jason & Sean: Japanese Stock Market

Japan’s Nikkei blows past 34,000 mark for the first time in over 30 years. In the late 1980’s many investors…

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Achieve Financial Freedom with the Help of Basic Financial Ratios

Having financial freedom means doing the things you want to do when you want to do them without having to…

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Holiday Spending and Budgeting

Even though the holiday season is something most of us look forward to, it has a way of sneaking up…

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Happier With An Advisor

Can working with a financial advisor lead to greater happiness? A recent industry survey strongly suggests that yes, individuals and…

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The Pros and Cons of I-Bonds

Although I-Bonds are a good way to generate tax-free yield in today’s economy, they are subject to penalties if surrendered…

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Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

p:
412.697.5200
f:
412.261.4876
Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

p:
614.621.4060
f:
614.621.4062

Links

Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.

© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.

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