Big Thinking. Personal Focus.

Why Schneider Downs Wealth Management Advisors?

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.

High Net Worth Clients Served

266

Retirement Plans Managed

99

Assets Under Management

$1,817,710,855

States Where We Serve Clients

29

Statistical data regarding number of high net worth clients served, states that we work in, and retirement plans managed is as of 6/30/2020. The approximate assets under management figure presented above is as of December 31, 2019, and is inclusive of discretionary and non-discretionary assets managed by SDWMA Personal Financial Services and SD Retirement Solutions. For more detailed information regarding Assets Under Management, please view our ADV Form 2A through the link at the bottom of this page.

major indexes

Financial Factors in Selecting Plan Investments-Final Rule

Ethically responsible investing has been a hot topic in recent years. In response to increasing demand from investors, a new class of “sustainable ...

Financial Factors in Selecting Plan Investments-Final Rule

Secure Act in the Presence of COVID-19

The Internal Revenue Service (IRS) recently released IRS Notice 2020-68 to provide guidance for employers implementing the Setting Every Community Up for

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2021 Retirement Plan Limitations

On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2021 (IRS Notice 2020-79).

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2021 Retirement Plan Limitations

On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2021 (IRS Notice 2020-79).

read more >

Financial Boot Camp Series: Focus on What You Can Control to Increase After-Tax Performance

2020 has certainly been an interesting year and again has reminded investors that they only have direct control over a precious few variables. These include

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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

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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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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