At Schneider Downs Wealth Management Advisors (SDWMA), we understand that high-net-worth individuals face unique financial complexities.
Our team delivers personalized, sophisticated planning that integrates investment management, tax strategy, estate planning, and risk mitigation—designed to grow and protect your wealth over time. With a fiduciary-first approach and a deep bench of credentialed advisors, we provide the clarity, confidence, and expertise you need to manage today’s decisions while planning for tomorrow.
Smart, seamless, and client-first—our approach is designed to simplify complexity and meet your unique needs.
From tax strategy and estate planning to investment management, every aspect of your financial life is coordinated and aligned to support your long-term goals.
As fiduciaries, we provide advice that’s rooted in your best interest—no commissions or product pushing, just clear, conflict-free financial planning.
We monitor your portfolio continuously, applying forward-looking strategies and real-time market insights to help you adapt, grow, and protect your wealth through any market cycle.
No two financial journeys are the same—and your wealth strategy shouldn’t be either. At SDWMA, we take the time to understand your full financial picture, your personal goals, and what truly matters to you.
Whether you’re focused on growing your wealth, preparing for retirement, supporting future generations, or aligning your assets with philanthropic goals, we design strategies built around your values and long-term vision.
Our advisors collaborate closely with you to build a personalized roadmap that evolves as your life and priorities change. From optimizing your tax position and managing risk to structuring charitable gifts or legacy plans, you can trust us to identify the right strategy for you.
Clients work with us because we bring strategic, tax-efficient investing and planning together with deep expertise in asset allocation and estate strategies—all designed to preserve wealth, reduce tax burden, and support long-term goals across generations, even through market volatility.
Your financial goals deserve more than off-the-shelf solutions. At Schneider Downs Wealth Management Advisors, we specialize in helping high-net-worth individuals build tailored strategies that integrate investments, taxes, estate planning, and more. Connect with an advisor today to start a conversation about how we can simplify complexity, protect your wealth, and help you move forward with confidence.
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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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