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Let’s Start the Conversation

Reaching out is the first step toward a more confident financial future.

Whether you’re looking for help with investment management, comprehensive wealth planning, retirement planning, or business transition strategy, our team is here to listen, learn, and guide you forward.

There’s no pressure or commitment—just a conversation focused on your goals and how Schneider Downs Wealth Management Advisors (SDWMA) can help you achieve them.

What You Can Expect

You Fill Out The Form on This Page: An advisor will be in touch with you within two business days.
We Have a 60-Minute Conversation: You’ll have a conversation with an experienced advisor that listens to understand your needs, providing clear next steps.
You Get a Strategy Tailored to Your Goals: We’ll deliver a clear, customized plan designed for your unique circumstances.

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Email us: sdwealthmanagement@schneiderdowns.com

Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

412.697.5200

412.261.4876

Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

614.621.4060

614.621.4062

Links

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.