Contact

Get in Touch

Let’s work together. Just complete the form below, and we will get back to you shortly.

"*" indicates required fields

Consent

Or Give us a Call

We welcome the opportunity to talk to you. Call our nearest office and we’d be happy to address your questions and how we might be able to help you.

Pittsburgh, PA

One PPG Place, Suite 2420
Pittsburgh, PA 15222

412.391.0377

McMurray, PA

732 E McMurray Road
McMurray, PA 15317

724.271.8801

Sewickley, PA

1605 Carmody Court, Suite 101
Sewickley, PA 15143

724.719.6600

Naples, FL

999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108

239.422.5410

Ask an Advisor

We’re here to help. You can use this form to get timely answers from a financial advisor — or give us a call to get the guidance you need.

"*" indicates required fields

Consent

Latest Insight

Monthly Market Recap: November 2023
Articles

Monthly Market Recap: November 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Month in Review A November to Remember! November was a month to remember for investors: The S&P 500 posted its strongest November since 1980 (rising roughly 9%) and the Barclays Aggregate Bond Index...
Insights

Latest Podcast

Passing the Torch: Navigating Wealth Transfer | Season 2, Episode 3
Imagine That
Episode

Passing the Torch: Navigating Wealth Transfer | Season 2, Episode 3

Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP®…
Episodes

Sign up for updates, insights, and notifications for new podcast episodes.

"*" indicates required fields