From investment management to retirement planning and business succession, we take a holistic approach to wealth management that ensures every aspect of your financial life is aligned with your goals.
Schneider Downs Wealth Management Advisors (SDWMA) offers comprehensive solutions to help you make informed and confident financial decisions.
At SDWMA, we work to build meaningful, lifelong relationships with our clients to ensure alignment and trust. It’s why SDWMA has been the go-to financial partner for business owners and high-net-worth individuals for decades, providing expert guidance and tailored strategies to preserve and grow wealth. With deep roots in Pittsburgh and Columbus, we combine local accessibility while still offering national reach, allowing us to build long-term client relationships built on trust, transparency, and financial success.
SDWMA’s team is composed of highly credentialed professionals with deep expertise in investment management, financial planning, retirement planning, and business advisory services. Backed by a top 60 public accounting firm, we have the knowledge and resources to deliver comprehensive solutions for even the most complex financial needs.
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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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