We understand that financial decisions can be complex throughout all stages of life, and the process of building wealth looks different for everyone. As a result, we’ve developed the Voyage program.
Our collaborative approach allows you to be involved in the process while having confidence in the expertise and services that we provide. Because we believe that working together to set and achieve goals is the best way to bring about success, we will work alongside you to develop a relationship as your trusted advisor and to prepare you for the financial decisions that life brings. As your financial needs change, our team will work with you to develop new strategies and incorporate more services into your plan to keep you on track.
We are committed to providing you financial advice and guidance throughout your lifetime. Our program offers a suite of financial planning services and resources for every step of your journey. By combining the interlocking pieces, we are able to create a holistic, dynamic view of your financial picture. Plans are continuously monitored, and updated with new data, in order to produce the clearest financial picture possible.
As a Registered Investment Adviser, we take pride in our fiduciary role and are committed to working in your best interest. From selecting investment options to keeping you focused on your long-term financial goals, our collaborative approach to financial planning provides proactive solutions and investment options to help you stay on track.
Estate Planning
Last Will & Testament
Financial Power of Attorney
Health Care Power of Attorney
Living Will
Tax Preparation
* Tax and legacy planning services are offered through Business & Succession Planning Advisors, LLC (“BSPA”). Investment management services are provided through Schneider Downs Wealth Management Advisors, LP. Each service may require you to sign a separate engagement agreement that will outline the services to be provided and the respective fees. Please note BSPA is a separate legal entity and is not affiliated with Schneider Downs. Legal services provided by BSPA may not be available in every state due to licensing requirements.
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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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