Financial Solutions & Wealth Management
Pittsburgh’s Trusted Financial Advisor
Simplify your financial picture for success, today and tomorrow.
After working and saving your whole life, you deserve to retire confidently and have a comprehensive financial plan that brings clarity and confidence to every stage of life.
Our advisors have devoted decades to helping hundreds of clients in Pittsburgh and beyond to secure their financial futures. You’ll get expert guidance in retirement, investing, insurance, taxes, estate planning, and education funding.
Firm Foundations Financial Plan
Your Firm Foundations Plan helps you achieve the life you want, covering all six areas of financial planning:
Retirement and Income Planning
Identify goals and create an income stream to achieve them
Insurance Planning
Risk management, transfer your risk to someone else’s balance sheet
Your comprehensive financial plan is a forward-looking assessment of your current finances, allowing us to plan for your future through complex analytics and smart assumptions.
We tailor it to your needs, wants and wishes at each life stage.
From there, we outline clear next steps, including a 90–180 day to-do list focused on the most important and actionable items in your plan. This approach builds momentum and confidence, showing that meaningful progress with your finances is possible.
Over the years, we’ve seen how the Firm Foundations Plan combined with clear first steps set a strong foundation for your financial future.
Standard of Care
Our financial Standard of Care is the foundation of every client relationship. It’s a high-level assessment that shows where you stand today with investments, taxes, insurance, and retirement readiness. Designed to prompt the right questions, this financial snapshot sets the tone for how we work—thoughtfully, collaboratively, and always in your best interest.
How We Develop Financial Plans
Our clients’ Firm Foundations plan helps them achieve the life they choose. These plans often address all six areas of financial planning:
Clarify Your Financial Goals
We meet to discuss your unique needs and see if we’re the right fiduciary financial advisors for you.
Design Your Personalized Plan
Based on your specific needs and priorities, our wealth management team creates your personalized Firm Foundations Plan.
Put Your Plan to Work
Your financial plan goes into action, and we regularly review progress, make updates, and keep your plan aligned with your money goals.
You can stop wondering if your finances will work out and have peace of mind with a financial plan designed by our trusted wealth management experts.
Financial Planning That Adapts With You
We work with clients at all stages of life, from building their first investment portfolio to transitioning into retirement and beyond. Whether you’re focused on growth, preparing for retirement, or managing your income in retirement, your plan is suited to your specific scenario.
Accumulation
You are busy with life and want to know you’re making the right financial decisions for future success. Where should you put your money? Are you invested correctly? What should you be concerned about?
Pre-Retirement
You’re getting closer to retirement and want to be sure your plan is on track. Are your financial targets and retirement date realistic? Are you managing risk wisely? Have you built in a margin of safety?