Schneider Downs Wealth Management Advisors (SDWMA) has deep roots in Pittsburgh, proudly serving individuals, families, business owners, and institutions across the region for decades.
We offer a comprehensive, integrated approach that combines investment management, tax strategy, retirement planning, and business succession expertise. Our local presence means clients receive personalized attention, while our national-level resources ensure access to sophisticated strategies and solutions built for long-term financial success.
We believe great financial outcomes are built on strong relationships and transparent guidance.
As fiduciaries, we’re committed to acting solely in your best interest with no hidden agendas. Business owners especially benefit from our holistic approach, as we align both personal and business wealth strategies into one seamless plan. Whether you’re growing a company, planning for retirement, or preserving a financial legacy, our experienced team is here to provide personalized advice and a long-term partnership grounded in trust.
At Schneider Downs Wealth Management Advisors, our Pittsburgh-based team is more than a group of individual professionals—we are a unified, client-focused advisory team with a shared commitment to long-term partnerships. Drawing on a wide range of expertise across investment management, financial planning, tax strategy, and business consulting, we collaborate to deliver personalized, fiduciary-driven solutions that evolve with your goals. Get to know the full breadth of our Pittsburgh team and see how our collective experience can help support your financial journey today and for years to come.
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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