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Your trust. Our expertise.

Your trust. Our expertise.

We are a community-based membership covering Allegheny, Beaver, and Butler Counties. Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. 

Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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Work with the best.

Work with the best.

No matter the complexity of your investor profile, we believe a proper financial strategy and investment management create better outcomes.

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Our Clients

We maintain strategic expertise across a broad range of investor profiles

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with a Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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