Schneider Downs Wealth Management Advisors, LP (SD Wealth Management) is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As a registered investment advisor, SD Wealth Management and its employees are subject to various rules, filings and requirements. In addition, SD Wealth Management may only transact business in states in which it is registered or in states which we qualify for an exemption or exclusion from the registration requirements.
SD Wealth Management’s web site provides general information regarding our business along with access to additional investment related information, various financial calculators, and links. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only.
To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from SD Wealth Management or any of its investment professionals. SD Wealth Management is not authorized or qualified to; give you legal advice or prepare legal documents; prepare or amend the filing of personal income, gift, or estate tax returns; or to act as a trustee. Consult your own attorney, accountant and other personal advisers for these services.
You may find our firms Form ADV Part 2A on this website under the Resources tab. For additional information regarding our services, or to receive a hard copy of our firm’s disclosure documents, please contact us via mail at One PPG Place, Suite 1700, Pittsburgh, PA 15222, via phone at 412-697-5200 or via email at firstname.lastname@example.org. You may also visit the SEC’s website to obtain further information on our firms or investment advisors registration.