Schneider Downs Wealth Management Advisors, LP

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!

05/06/2026

🌟 Welcome to the Team, Julie Ann Boles! 🌟

We’re thrilled to welcome Julie Ann Boles as the newest member of our Wealth Management team.

Julie Ann joins us as a Client Service Specialist, bringing more than a decade of experience in financial services across New York City and Pittsburgh. Since joining Schneider Downs in 2013, she has contributed her expertise in client service, recordkeeping, compliance, M&A advisory, real estate capital markets, and investor relations. Her passion for problem‑solving and her ability to support clients with care and precision make her an exceptional addition to our operations team.

Based in our Pittsburgh office, Julie Ann lives in the South Hills with her husband, two children, and three cats. When she’s not helping clients, you’ll find her enjoying theatre, volunteering at her children’s schools and activities, or walking the beautiful trails near her home.

Please join us in giving Julie Ann a warm welcome — we’re excited to have her talent, experience, and enthusiasm on our team.

04/27/2026

Big news worth celebrating! 🎉

Our very own Megan Muller is engaged! We’re over the moon for her and can’t wait to cheer her on as she steps into this exciting new chapter. Congratulations, Megan — wishing you all the happiness ahead!

04/24/2026

Some of our Schneider Downs Wealth Management Advisors team members were thrilled to attend NFL Draft events across Pittsburgh this week. The Draft brought incredible energy to the city, and we enjoyed connecting with partners, clients, and community members who share our passion for supporting Pittsburgh’s continued success. Moments like these remind us how special this region truly is.

04/20/2026

🚨 New Coffee with Alissa episode! 🚨
We’re kicking off a two‑part series on Name, Image, and Likeness, and Part 1 is all about understanding the foundations of NIL and how it’s changing the game for student‑athletes.

If you’ve been curious about NIL, this is the perfect place to start.

Watch Part 1: https://youtu.be/udwFy3Kjnpo

Coffee with Alissa - Exploring NIL (Name, Image, and Likeness) - Part 1

04/15/2026

New Market Commentary by Jason Staley !

Q1 2026 reminded us that headlines can be loud, but fundamentals still drive outcomes. From rising energy prices to private credit jitters, markets held steady through the noise. See Jason Staley’s full commentary for the deeper dive: https://sdwealthmanagement.com/market-commentary/q1-26-headline-volatility-portfolio-volatility/