Big Thinking. Personal Focus.

Why Schneider Downs Wealth Management Advisors?

Individual Investors, Trusts, and Estates

Investment management tailored to your goals.

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Retirement Solutions

Employee benefits solutions for your organization's needs.

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Institutions and Non-Profits

Investment strategies to further your mission.

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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.

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Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

By David Brinkman, CFA, CPA, CFP®, CPFA When working with individuals and families that are on track with their overall financial plan and wanting ...

Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

CARES Act Summary of Key Provisions Impacting 401(k) Retirement Plans

On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) and the President

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Financial Boot Camp Series: Getting your Digital Ducks in Order

Getting your Digital Ducks in Order Nancy L. Skeans, CPA, CFP® CEO, Schneider Downs Wealth Management Advisors What are your digital ducks, you ask?

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IRS Notice 2020-52 Makes Midyear Change To Safe Harbor Plans

On June 29, the IRS issued Notice 2020-52, offering welcome relief for plan sponsors that find themselves in a difficult financial situation as a result

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Financial Boot Camp Series: Is Your Estate in Proper Order?

Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and

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Fiduciaries and Excessive Fee Litigation

As a retirement plan fiduciary, it’s your responsibility to ensure that fees associated with your plan are reasonable relative to the services rendered.

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Volatility is Back … and It is Here to Stay

By Jason Staley, CFA, CAIA® Investment Relationship Manager/Director of Research and Due Diligence Schneider Downs Wealth Management Advisors, LP One

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COVID-19 Economic Impact Data

COVID-19 has had a tremendous impact on global economies and it is still unclear when and in what form economies will return to normalcy. It’s the

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Can Budgeting Really Lead to A Happier Life

“Put your money in the bank” - this sentence was like nails on a chalkboard to me as a child growing up. After receiving my first paycheck

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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876