Join Schneider Downs Wealth Management Advisors (SDWMA) Investment Relationship Managers, James Moyer and Alissa Garcia, as they discuss the SDWMA Voyage Program.
The SDWMA Voyage Program focuses on individuals and families in the asset accumulation phase of life and recognizes the value of developing a financial plan as the foundation for a secure financial future. The Voyage Program offers you a confident approach, knowing a diverse group of experienced professionals are overseeing your financial future with your best interest in mind.
Voyage clients have access to our team of experienced professionals, including Certified Financial Planner™ Practitioners, Chartered Financial Analysts®, Certified Public Accountants, a Chartered Alternative Investment Analyst, and many more designations and certifications. To read more about The Voyage Program download our service overview or visit www.sdwealthmanagement.com/voyage.
As always, please do not hesitate to reach out to your trusted SD Wealth Management Advisor with questions. If you are searching for a trusted advisor, we invite you to begin a conversation by contacting us at [email protected].
About Schneider Downs Wealth Management Advisors
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.
Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.
You’ve heard our thoughts… We’d like to hear yours
The Schneider Downs Our Thoughts On blog exists to create a dialogue on issues that are important to organizations and individuals. While we enjoy sharing our ideas and insights, we’re especially interested in what you may have to say. If you have a question or a comment about this article – or any article from the Our Thoughts On blog – we hope you’ll share it with us. After all, a dialogue is an exchange of ideas, and we’d like to hear from you. Email us at [email protected].
Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.