At Schneider Downs Wealth Management Advisors (SDWMA), we simplify wealth management. High-net-worth individuals, ultra-high-net-worth individuals, business owners, and institutions turn to us for our holistic approach that integrates investment management, tax strategy, business planning, and retirement solutions.
Our clients benefit from extensive financial experience, personalized advice, and a trusted team committed to their long-term success. When your financial life requires more than a one-size-fits-all solution, we’re the partner who brings every piece together.
A smarter, more connected way to manage wealth—built around your life, your business, and your goals.
We bring together investment strategy, tax planning, business advisory, and estate planning under one roof for a fully integrated financial experience.
You’ll work with a dedicated team of experts who prioritize long-term relationships over transactions, delivering proactive guidance tailored to your evolving needs.
As fiduciaries, we always act in your best interest—offering transparent, conflict-free advice without commissions or hidden agendas.
Our team helps clients navigate the most critical—and often complex—aspects of wealth management with precision and care.
From business transitions to tax strategy and retirement planning, we offer the specialized insight needed to protect and grow your wealth through every stage of life.
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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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