Private Wealth Management
Welcome to our Private Wealth Management Division! Our firm is unique in that we not only provide traditional financial and investment advisory services, but combine these services with a strong emphasis on taxes, estates, trusts and probate. Our professionals have coupled the dual designations of the CPA and the CFP®, along with the Series 7 and 66 with insurance licenses, to create a robust and well-rounded practice. That's a high standard! What else? A commitment to trust, privacy, a fee-based compensation structure, the highest fiduciary standards in our industries, and transparency. As a result, we hope to create in you the emotional support, security and peace of mind for your finances and estate plan not only for today but for the transition to the next generation. Explore our services by clicking on the links to the right. We introduce you to our specialists and bring helpful information to assist you in life's choices. Don't feel alone—walk with us. CPA – "Helping you Succeed".
We are affiliated with Allegheny Investments, Ltd. in Pittsburgh, PA. Allegheny Investments is a licensed broker/dealer and registered investment advisory firm that supports our fee-based philosophy. For more information on Allegheny Investments, Ltd. click on the word website. Also a review of the background of all of their registered representatives can be found in the FINRA BrokerCheck box below.