Broker Check

(724) 942-1996

2652 Hidden Valley Drive, Ste. 100
Pittsburgh, PA 15241

Who Can We Help

Although most individuals could benefit from working with us, we have found that we can help the following types of clients the most:

Individuals and Households

  • seeking comprehensive financial planning services
  • planning to retire within the next five years
  • that are currently retired
  • with a net worth over $750,000
  • with income over $200,000
  • that have received or will be receiving a large gift or an inheritance
  • leased for Oil, Gas and Mineral Rights in the Marcellus and Utica Shale Region
  • interested in specific goal oriented hourly financial planning

Business Owners and Executives

  • currently providing a retirement plan for their employees
  • interested in providing retirement benefits to their employees
  • serving in a fiduciary capacity
  • responsible for compliant plan administration
  • seeking opportunities to maximize tax efficient savings
  • interested in the financial success of their employees
  • serving as a member on a board of directors for any organization