Translating Your
Financial World
WHO WE SERVE
Between the Partners, We Have Over 90 years of Combined Industry Experience
We’ve Dedicated Our Service to the Financial Planning Needs of
Our Services
Keeping talented executives incentivized in an efficient manner is crucial to any successful business and we have a long tradition of crafting custom executive benefits programs for both closely held and public companies.
The ability to have a proper road map is essential. We can aid in providing services ranging from a quick financial checkup all the way to a complex fee-based financial planning relationship.
At the core of any financial strategy is risk management. We have relationships with dozens of providers and have the necessary perspective to build the appropriate plan of coverage.
We have a full suite of available investment strategies and team to support. These capabilities range from college planning, individual and retirement accounts, trust owned accounts to employer-based plans.
One of the greatest, and growing, financial risks we all face is that of Long Term Care. There may be ways to help mitigate this risk and provide asset protection in the process.
A focus on planning today can save untold future dollars tomorrow. That’s why we have the experience and resources to help ensure your plan can best be accomplished in an efficient manner.
Let’s Get Started Today!
Direct (412) 562-4449
Six PPG Place, Suite 1150
Pittsburgh, PA 15222