At Schneider Downs Wealth Management Advisors (SDWMA), we understand that managing substantial wealth brings both opportunity and complexity. That’s why our advisors are not here to just manage assets. They are here to build meaningful lifelong relationships with you, taking the time to understand your unique financial landscape, family dynamics, and legacy goals.
This allows us to deliver highly personalized financial planning, with special access to institutional-level investment opportunities designed to preserve, grow, and transfer wealth across generations.
With Schneider Downs, ultra-high-net-worth individuals gain a strategic partner that ensures every decision supports your vision, your values, and your future.
Receive hands-on service from a team of experienced professionals—including CFAs, CFP® Practitioners, CPAs, and AIF® charterholders—who actively monitor your plan, provide timely insights, and adapt your strategy as your needs evolve.
Get comprehensive support for trusts, family governance, estate strategies, and business succession planning to ensure your wealth is protected and transferred according to your long-term vision.
As fiduciaries, we offer transparent, unbiased advice that are free from product sales or commissions and focused entirely on your goals, risk tolerance, and values.
For ultra-high-net-worth business owners, transitioning a business is one of the most pivotal financial moments—and one that demands expert planning. At SDWMA, we specialize in guiding business owners through succession planning, liquidity events, and exits with a focus on protecting and maximizing personal wealth.
Our team integrates tax planning, estate strategy, and financial advisory to ensure a seamless transition that aligns your business goals with your broader financial life. Whether you’re selling, passing down the business to the next generation, or preparing for a liquidity event, we provide tax-efficient strategies, customized planning, and a coordinated approach to help you unlock value and preserve your legacy with confidence.
Clients choose us because we bring together a powerhouse team—CFPs, CFAs, CPAs, and more—with the collaboration of the broader Schneider Downs accounting firm. That means our clients get coordinated, high-level advice from estate attorneys, valuation experts, and tax pros who truly understand the complexities of significant wealth.
Your financial life is complex—your wealth strategy should be too. Whether you’re navigating a business transition, planning for future generations, or seeking more sophisticated investment opportunities, our team is here to help. Connect with a Schneider Downs Wealth Management advisor to start a conversation about your goals, challenges, and what’s next.
Let’s build a strategy as unique as your wealth.
Email us: sdwealthmanagement@schneiderdowns.com
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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