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

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.

major indexes

2023 Cost-of-Living Adjustments for Retirement Plans and IRAs

Review the Internal Revenue Service's 2023 Cost of Living Adjustments for retirement plans and IRAs. ...

2023 Cost-of-Living Adjustments for Retirement Plans and IRAs

2023 Cost-of-Living Adjustments for Retirement Plans and IRAs

Review the Internal Revenue Service's 2023 Cost of Living Adjustments for retirement plans and IRAs.

read more >

A Sigh of Relief for Beneficiary IRA Owners

Read the latest updates regarding relief for beneficiary IRA owners due to Notice 2022-53 released in early October by the IRS.

read more >

Want More Money? Start Investing Early

Read more on the best retirement savings options for young adults based on their tax bracket.

read more >

2022 Down Markets: Costly Investor Mistake and The Powerful Growth Opportunity

Learn about the costly impact emotional selling can have on retirement accounts and the upside of "buying the dip".

read more >

Versus Capital Real Assets Update: SDWMA Tours Timberland

Better understand the benefits of owning real assets in a wealth management portfolio as it pertains to asset allocation within your portfolio.

read more >

Achieve Financial Freedom with the Help of Basic Financial Ratios

Learn how you can achieve Financial Freedom and what basic financial ratios you can use to create building blocks for creating a successful financial plan.

read more >

Achieve Financial Freedom with the Help of Basic Financial Ratios

Learn how you can achieve Financial Freedom and what basic financial ratios you can use to create building blocks for creating a successful financial plan.

read more >

The Pros and Cons of I-Bonds

Weigh the benefits and drawbacks of I-Bonds for your investment strategy.

read more >

contact us