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Our Wealth Management Advisory Services

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Get Comprehensive Financial Planning & Wealth Management Services

No matter where you are in your financial journey, Schneider Downs Wealth Management Advisors (SDWMA) offers personalized, expert-driven strategies to help you move forward with confidence.

High-Net-Worth Wealth Management

Strategic wealth planning tailored to your personal goals—combining investment management, tax efficiency, and estate coordination to preserve and grow your assets.

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Ultra-High-Net-Worth Wealth Management

Sophisticated, high-touch planning for complex financial lives—delivering exclusive access to institutional-level investments and multi-disciplinary wealth strategies.

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Small-Business Financial Planning

From growth to succession, we help business owners align their personal and business finances through integrated planning, exit strategy support, and proactive advisory.

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Institutions & Non-Profit Financial Solutions

Customized financial oversight for organizations with a mission—our team helps you manage endowments, optimize fund performance, and plan for long-term sustainability.

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Retirement Solutions

Comprehensive planning to help you build, protect, and enjoy your retirement—with strategies designed for income sustainability, risk management, and legacy preservation.

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Ready to Build a Strategy Around What Matters Most?

From personal wealth to business planning and retirement readiness, our team is here to help you take the next step with confidence. Let’s create a plan that works for your life.
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Email us: sdwealthmanagement@schneiderdowns.com

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Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

p:
412.697.5200
f:
412.261.4876
Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

p:
614.621.4060
f:
614.621.4062

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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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