Schneider Downs Wealth Management, Advisors, LP

Schneider Downs Wealth Management Advisors, LP provides investment management and retirement plan to individuals and businesses.  Drawing from the more than 150 years of experience in benefit consulting, investment management, financial planning and audit and tax fields, SDWMA provides cohesive and cost-effective solutions to mee the needs of our clients. 

For Individuals who are looking for an independent, customized investment plan focused on their financial goals:

  • SD Personal Financial Services specializes in designing and managing of investment portfolios for individuals, trusts, estates, companies, endowments, defined benefit plans and charitable organizations. We work with clients and families to develop an investment and financial plan customers to their specific risk tolerance and goals. 

For Plan Sponsors seeking tailored, robust retirement benefit plans that meet the needs of employees, yet also maintain balance with regulatory and reporting requirements:

  • SD Retirement Plan Solutions is a specialized and focused shop functioning as an integrated single -source investment and administrative service provider for 401 (k), 4013(b), 457 plans, ESOPS, and IRAs. We provide cohesive, cost-effective and cutting-edge retirement plan solutions, customized to meet the individual needs of our plan sponsor clients and their participants.