* Tax and legacy planning services are offered through Business & Succession Planning Advisors, LLC (“BSPA”). Investment management services are provided through Schneider Downs Wealth Management Advisors, LP. Each service may require you to sign a separate engagement agreement that will outline the services to be provided and the respective fees. Please note BSPA is a separate legal entity and is not affiliated with Schneider Downs. Legal services provided by BSPA may not be available in every state due to licensing requirements.