Running a business comes with unique financial challenges—and opportunities. At Schneider Downs Wealth Management Advisors (SDWMA), we help business owners align their personal and business finances through integrated planning that evolves with each stage of growth.
From retirement and succession strategy to tax planning and liquidity events, our team delivers the guidance and resources needed to protect your wealth, grow your business, and plan for what’s next.
We deliver strategic, integrated solutions that support your business and personal financial goals at every stage.
Work with Schneider Downs Capital to navigate sales, valuations, and transitions with confidence, ensuring your business is properly valued and your exit is tax-efficient.
We integrate tax, investment, and estate strategies into one cohesive plan—helping you grow your business while building personal wealth and long-term financial security.
From startup through succession, we’re with you at every step—offering proactive advice and a comprehensive team that evolves with your business and your goals.
For business owners planning a transition, sale, or liquidity event, you need the right strategy. That’s why clients of SDWMA gain access to Schneider Downs Capital, our dedicated investment banking and value advisory arm. Working in tandem, our teams provide a seamless experience that connects your business transition with your personal financial goals.
Schneider Downs Capital offers end-to-end guidance for owners who want to prepare their business for sale, improve valuation, or engage with potential buyers.
Through our proven three-phase approach, clients gain powerful insights and strategies to enhance their company’s value well before a transaction begins. Once you’re ready to sell, Schneider Downs Capital delivers best-in-class investment banking services, including strategic sell-side advisory services, control sales, recapitalizations, buy-outs, carve-outs, and ESOPs. With deep market experience and access to a strong network of potential buyers, our team ensures each transaction is structured to meet your financial and legacy-building goals.
The life of a small business owner is complex, demanding, and time consuming. Schneider Downs Wealth Management’s ability to serve as a single point of contact for all financial needs including investment management, tax and estate planning, and business consulting is invaluable to a successful business owner.
Whether you’re growing your business, preparing for a transition, or planning for retirement, Schneider Downs Wealth Management Advisors is here to help. Our team understands the unique financial needs of business owners and offers integrated strategies that align your business and personal goals. Connect with an advisor today to explore how we can support your journey—now and in the future.
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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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