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Schneider Downs Wealth Management Advisors, LP

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Schneider Downs Wealth Management Advisors, LP

SDWMA is a registered investment adviser with the SEC, and provides fee-based investment management services and financial planning services.

No posts constitute a recommendation. 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. Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA p

rovides 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.

07/21/2026

As families navigate the journey from childhood to adulthood for a loved one with special needs, the decisions can feel overwhelming, but planning ahead can make all the difference.

In the latest episode of Coffee with Alissa, I sat down with Elizabeth Adams of PathWays to kick off a new series on Special Needs Planning. In this conversation, we discuss the critical transition to adulthood, including the services, supports, and planning considerations families should be thinking about long before their child reaches adulthood.

Whether you're a parent, caregiver, or simply looking to better understand the resources available, this episode offers valuable insights to help families prepare for the next chapter with confidence.

☕ Watch now and join us as we explore the opportunities and challenges that come with transitioning from childhood to adulthood in the special needs community: https://youtu.be/dnFPLMta3FQ

07/13/2026

🎉 Congratulations to Our Newly Promoted Team Members 🎉

Join us in celebrating the continued growth and success of our Schneider Downs Wealth Management Advisors team!

We are proud to recognize the following individuals on their well-earned promotions:

James Moyer – Promoted to Partner
Michael Divens – Promoted to Director
Kyle Zeller – Promoted to Director
Megan Muller – Promoted to Manager
Kaylin Olster – Promoted to Senior

These promotions reflect their dedication, expertise, and commitment to delivering exceptional service to our clients. We are grateful for their contributions and excited to see their continued impact in their new roles.

Please join us in congratulating them on this exciting milestone!

07/05/2026

Happy Independence Day from Schneider Downs Wealth Management Advisors!

This Fourth of July, we celebrate the spirit of independence that defines our nation.

As you gather with family and friends, we hope you take a moment to reflect on the values that unite us: opportunity, resilience, and the pursuit of a brighter future.

At Schneider Downs Wealth Management Advisors, we are proud to partner with you in building and preserving your financial independence—today and for generations to come.

Wishing you a safe, joyful, and prosperous Independence Day.

06/21/2026

Happy Father’s Day to the incredible fathers and father‑figures who inspire us every day. Your guidance, dedication, and leadership make a lasting impact on your families and communities.

Warm wishes from Schneider Downs Wealth Management Advisors!

06/19/2026

Today, we join communities across the nation in celebrating Juneteenth, a day that marks freedom, resilience, and the ongoing pursuit of equality.

At Schneider Downs Wealth Management Advisors, we believe that financial knowledge and access are essential components of that pursuit. We remain committed to helping build a future where every individual has the opportunity to thrive and create lasting wealth.

We honor the past, celebrate progress, and continue working toward a more inclusive tomorrow.

06/10/2026

Some of our employees had the opportunity to attend the supporting the Golden Cubs, hosting clients and prospects, and doing what we’ve done for over 30 years which is being present and visible in the Central Ohio community.

Thank you to all that were able to join us!

06/08/2026

Protecting your business isn’t optional — it’s strategic.

In today’s landscape, the right commercial insurance solutions do more than transfer risk. They safeguard your people, your assets, and your long‑term vision.

In the latest Coffee with Alissa interview, Ivan Usero from Huntington Insurance breaks down how tailored coverage can strengthen your operations, reduce exposure, and keep your business moving forward with confidence.

If you’re ready to rethink how your organization approaches risk, this is a great place to start.

Click here to watch: https://youtu.be/rcTv2M9JqVY?si=03popNV-ooOBHulY

05/25/2026

Today we honor the courageous men and women who gave their lives in service to our nation. Their sacrifice protects the freedoms we cherish, and we are deeply grateful.

Wishing everyone a reflective and meaningful Memorial Day.

05/18/2026

Part 2 of Coffee with Alissa is here, and we’re diving even deeper into the world of NIL—how it’s evolving, what student‑athletes need to know, and the real opportunities (and risks) behind the headlines.

If you care about the future of college athletics—or you’re trying to make sense of this fast‑moving landscape—this is a must‑watch.

Grab your coffee and join the conversation: https://youtu.be/snHYvsTECfU

05/10/2026

Happy Mother’s Day to the amazing mothers and mother‑figures who inspire us every day. Your strength, care, and leadership make a lasting impact on your families and communities.

Warm wishes from Schneider Downs Wealth Management Advisors!

Address

1 PPG Place
Pittsburgh, PA
15222

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm

Website

http://www.sdwealthmanagement.com/

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