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

103

Assets Under Management

$2,114,935,266

States Where We Serve Clients

29

Statistical data regarding number of high net worth clients served, retirement plans managed, and states where we serve clients is as of December 31, 2020. The approximate assets under management figure presented above is as of December 31, 2020, and is inclusive of discretionary and non-discretionary assets managed by SDWMA Personal Financial Services and SD Retirement Solutions.

major indexes

Where Cybersecurity and Fiduciary Responsibility Meet

It’s rare to go a day without seeing a headline about a data breach, fraud, ID theft, or some other cybersecurity issue occurring. It’s a constant ...

Where Cybersecurity and Fiduciary Responsibility Meet

Sign Me Up for Insurance

Says no one ever. Why is that? Because that means you have to pay for something that may never benefit you. Another reason why people tend to avoid buying

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Statement changes coming

On September 18, 2020 the U.S. Department of Labor (DOL) published an interim final rule under the Setting Every Community Up for Retirement Enhancement

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Statement changes coming

On September 18, 2020 the U.S. Department of Labor (DOL) published an interim final rule under the Setting Every Community Up for Retirement Enhancement

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Statement changes coming

On September 18, 2020 the U.S. Department of Labor (DOL) published an interim final rule under the Setting Every Community Up for Retirement Enhancement

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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

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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).

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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