- Tax PlanningA well-developed plan is only as good as its execution. This plan could cash flow planning, retirement planning, estate planning, tax planning, and other financial planning disciplines. Our team will keep you informed throughout the implementation process.
- Charitable GivingAs clients accumulate more wealth, there is an opportunity to expand the investable universe to include private investment asset classes, an extension of our philosophy on traditional asset classes. SDWMA has curated a private investment platform of institutional quality managers in private equity, co-investment private equity, venture capital, real estate, and infrastructure by partnering with firms that have strong alignment with their limited partners and have generated attractive returns over several market cycles in their respective asset classes. Ultra high net worth clients of SDWMA will not receive a “model” private allocation. Our advisors work with our clients to go over five key factors (liquidity, weighting, vintage, general partner/fee alignment, and strategy) and build out a sustainable and appropriate private investment allocation specified to the unique goals and objectives of our clients.
- Tax Services
- Income Tax
- Investment Management* 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.
- Bonds
- Wealth ManagementBuild an exceptional career with diverse, talented people who are among the most respected in their fields. Schneider Downs Wealth Management Advisors provides a dynamic opportunity for you to continue your career with great people, challenging work, rewarding opportunities and a culture focused on our people and clients.
- Accounting Services
- Cash Flow AnalysisFrom cash flow analysis to major goals funding, SD Wealth Management is here to guide you through the financial planning process.
- Financial PlanningWe 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.
- Retirement PlanningIt is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Read more to find out which questions to ask yourself, at least annually, to see if (and how) they affect your retirement planning. read more >
- Long Term CareLearn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act. read more >
- Asset ManagementFor the first half of 2023, the market has had a good run providing some recovery from last year's losses. In this month's chart, @JP Morgan Asset Management illustrates just how crucial the top ten stocks have been in fueling the S&P 500's gains thus far. While the spotlight shines on these leading stocks, we're eager to see if other sectors are ready to step up to the plate and continue on this pattern of growth.
- College FundingA comfortable retirement, college funding, continuing your legacy, charitable contributions... the list is endless. We work with you to outline and prioritze your goals.