Our Clients

Who Are RetireRight Pittsburgh's Clients?

We work with more than 150 families and businesses in both the Western Pennsylvania region and around the United States. Through LPL Financial, our advisors oversee in excess of $175M in assets under management; in addition to, consulting on more than $150M in plan assets under advisement as of February 2018.  RetireRight Pittsburgh's clients include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets.

We act as our clients' personal Chief Financial Officer, and help ensure their financial goals are pursued in a responsible way, through the combination of comprehensive financial planning and active portfolio management.

Our team has a single mission: To help our clients live the lives they've worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we've developed multi-generational relationships with many of them.

How we work with out-of-town clients.

Although RetireRight Pittsburgh is headquartered in Pittsburgh, Pennsylvania, we work with clients all over the United States. Thanks to technology, we're able to make sure the experience of our out-of-the-area clients is as positive as that of our local clients.

To do that, we use...

  • Skype, GoToMeeting, for virtual meetings and presentations.
  • A highly secure online client vault to store and exchange sensitive financial documents.
  • User-friendly online planning software, so clients can examine their financial plans, and see how changes to different variables effects the outcome.
  • Youtube, our website, and the Monthly newsletter for client updates, briefings, and announcements.