sdwealthmanagement.com
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https://sdwealthmanagement.com/
Submission: On October 07 via api from US — Scanned from DE
Submission: On October 07 via api from US — Scanned from DE
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</form>GET https://sdwealthmanagement.com
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</form>GET https://sdwealthmanagement.com
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</form>Text Content
Form CRS Client Portal Loading... * Why SDWMA? * Overview * Careers * Meet Our Team * Services * Ultra High Net Worth Investors * High Net Worth Individuals * Voyage Program * Financial Planning * Institutions and Non-Profits * Retirement Solutions * Media * Overview * Wealth Management Videos * Investment Charts * In the National Spotlight * Our Thoughts On * Market Commentary * SD Wealth Management Newsletters * Retirement Solutions Resource Center * Media Archive * Search * Client Portal * Close Open Search Submit Contact us Loading... * Why SDWMA? * Overview * Careers * Meet Our Team * Services * Ultra High Net Worth Investors * High Net Worth Individuals * Voyage Program * Financial Planning * Institutions and Non-Profits * Retirement Solutions * Media * Overview * Wealth Management Videos * Investment Charts * In the National Spotlight * Our Thoughts On * Market Commentary * SD Wealth Management Newsletters * Retirement Solutions Resource Center * Media Archive * Search * Client Portal * Close Open Search Submit Contact us BIG THINKING. PERSONAL FOCUS. Why Schneider Downs Wealth Management Advisors? ULTRA HIGH NET WORTH INVESTORS Personalized planning and investment management for your complex needs and goals. Learn More HIGH NET WORTH INVESTORS Planning and investment management tailored to your wealth-building goals. Learn More VOYAGE PROGRAM Financial solutions for individuals and families accumulating wealth. Learn More FINANCIAL PLANNING Holistic planning to serve as the roadmap to your financial goals. Learn More INSTITUTIONS AND NON-PROFITS Investment strategies to further your mission. Learn More RETIREMENT SOLUTIONS Employee benefits solutions for your organization's needs. Learn More WEALTH MANAGEMENT VIDEOS Video commentary on financial planning, capital markets, and much more. Learn More MARKET COMMENTARY Updates and analysis on the state of capital markets. Learn More CONTACT US Contact us to begin the process of achieving your financial goals. Learn More Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, the commitment to our clients remains our first priority. MAJOR INDEXES Indices by TradingView OUR THOUGHTS ON MORTGAGE RATE IMPLICATIONS GIVEN A FED CUT Wealth Management Sean McCann | 9.25.2024 With the Federal Reserve (Fed) starting its interest rate-cutting cycle, the question many homebuyers face is “How will this affect… Read More Carry Trades – A Levered Bet There is an oft-used phrase from an old proverb that says, “you can’t have your cake and eat it too.”… Read More > Investment Corner with Jason & Sean: The True Feeling of Inflation June inflation numbers were released recently and good news! Prices didn’t just slow down in rising, but they fell month… Read More > Investment Corner with Jason & Sean: Strength in EM… Is it Sustainable? Emerging Markets (EM) sometimes can feel like the forgotten middle child within the greater equity asset class as performance over… Read More > Be Prepared with an Estate Plan It can be difficult to start the estate planning process as it involves thinking about negative outcomes of life such… Read More > Investment Corner with Jason & Sean: Securitized Fixed Income Securitized bonds are an area of the investment universe that many investors are not familiar with. The lack of familiarity… Read More > Maintaining a Disciplined Investment Approach When it comes to investments, it's easy to want to dive right in, but often that mentality can lead you… Read More > Investment Corner with Jason & Sean: U.S. Small Cap Equities “History never repeats itself, but it often rhymes.” – Mark Twain The internet is going to change the world. It… Read More > Master Your Credit Card Strategy: A Guide to Maximizing Rewards and Boosting Your Credit Score Credit card debt has soared to new heights, totaling over $1.125 trillion at the close of 2023, the highest balance… Read More > SDWMA Named as one of the Nation’s Top DC Advisor Teams in 2024 by NAPA We are pleased to announce that Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the… Read More > Investment Corner with Jason & Sean: The Last Mile of the Inflation Race May Be the Hardest In June of 2022, the U.S. recorded a year-over-year inflation reading of 9.1%, an inflation level not yet experienced in… Read More > WANT TO STAY INFORMED? Let us do the heavy lifting. SIGN UP HERE SUBSCRIBE FOR UPDATES Receive all the latest insights and industry tips. Email CAPTCHA Comments This field is for validation purposes and should be left unchanged. Submit Email us: sdwealthmanagement@schneiderdowns.com Follow Us: Facebook-f Linkedin-in OFFICE LOCATIONS Pittsburgh One PPG Place, Suite 1700 Pittsburgh, PA 15222 p: 412.697.5200 f: 412.261.4876 Columbus 65 East State Street, Suite 2000 Columbus, OH 43215 p: 614.621.4060 f: 614.621.4062 LINKS * Privacy Policy * Service Disruption * Disclaimer * Privacy Policy * Service Disruption * Disclaimer * ADV Part 2A * ADV Part 2B * Form CRS * ADV Part 2A * ADV Part 2B * Form CRS * Privacy Policy * Service Disruption * Disclaimer * Privacy Policy * Service Disruption * Disclaimer * ADV Part 2A * ADV Part 2B * Form CRS * ADV Part 2A * ADV Part 2B * Form CRS 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. WHAT CAN WE HELP YOU WITH? Search Search SUBSCRIBE TO OUR NEWSLETTERS! Gain access to exclusive content from our team of advisors. Interested in receiving the latest updates from our investment team on what’s going on in the markets? Or maybe you could use some information on the fundamentals of building a successful financial plan. Sign up today to stay in the know! Subscribe