General Info

We are a private wealth management firm with offices near Pittsburgh and Morgantown. Our philosophy is financial planning should provide a customized solution for each individual investor. For this reason we adhere to the mantra “Individual Services for Individual Needs.” With over 50 years of experience combined between our senior investment advisers, we have learned that success comes from an individualized long-term conservative approach to financial planning combined with a long-term personal approach to managing our client relationships.