From investment management to retirement planning and business succession, we take a holistic approach to wealth management that ensures every aspect of your financial life is aligned with your goals.
Schneider Downs Wealth Management Advisors (SDWMA) offers comprehensive solutions to help you make informed and confident financial decisions.
At SDWMA, we work to build meaningful, lifelong relationships with our clients to ensure alignment and trust. It’s why SDWMA has been a trusted financial partner for business owners and high-net-worth individuals for decades, providing expert guidance and tailored strategies to preserve and grow wealth. With deep roots in Pittsburgh and Columbus, we combine local accessibility while still offering national reach, allowing us to build long-term client relationships built on trust, transparency, and financial success.
SDWMA’s team is composed of highly credentialed professionals with deep expertise in investment management, financial planning, retirement planning, and business advisory services. We have the knowledge and resources to deliver comprehensive solutions for even the most complex financial needs.
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