PITTSBURGH FINANCIAL PLANNING
One of the top questions we get when we meet someone for the first time is whether they will have enough money to last through retirement. The fact is, most people struggle with this same question. You’re not alone, and we’re here to help.
FINANCIAL PLANNING SIMPLIFIED
The experienced team in our Canonsburg, Pennsylvania office has the resources and flexibility to provide you with a custom-tailored personal financial planning solution for today, tomorrow, and generations to come. You’ll experience the difference with our proprietary 3P Approach©, a process that ensures we create a financial plan that reflects your goals and that grows with you as your financial life evolves.
MEET THE TEAM OF PROFESSIONALS
The Pittsburgh location houses some of the brightest minds in wealth management. We have specialists in retirement and tax reduction planning, investment management, insurance and risk mitigation, estate planning and philanthropy, and business planning including debt and cash flow analysis and succession. While there are virtually unlimited financial planning options available, our team of professionals helps you put the various pieces of your financial life together so you can live more and worry less.
VISIT OUR CONVENIENT LOCATION SERVING CANONSBURG AND THE GREATER PITTSBURGH METRO AREA
Open by appointment only
MORE THAN JUST FINANCIAL PLANNING
We value giving back to the communities in which we operate. Through our GWA Gives© program, we actively engage with the community through a variety of hands-on volunteer and philanthropic activities. Many of the organizations we support were brought to us by our staff members. This giving philosophy also extends to educating the public about the various financial strategies they can use. To that end, we publish a monthly newsletter, blog articles, informational videos, and a podcast that are useful for people at any stage of their financial life.
Latest Blog Posts
Managing Taxes on Your Investments
February 19, 2025
Presented by Scott Portlock CFP®, CLU® When it comes to your money, it’s not what you earn, it’s what you keep. Here are some ideas that may help le...
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Protecting Yourself from Identity Theft
February 13, 2025
Presented by: Ben Murphy, CPA, PFS™, CPFA® You may be like most people. You believe that identity theft could never happen to you. Then, one day, y...
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Valentine’s Day: A Day of Love, Investment, and Planning for the Future
January 14, 2025
Valentine’s Day isn’t just about chocolates, flowers, and romantic dinners — it’s a day to express love and appreciation for the ones who matter most, i...
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