Our Clients

So, who is a typical SMA client? They come from Pittsburgh and western Pennsylvania.

And they all want to protect their assets and maximize their retirement earnings so they can maintain a comfortable, stress-free lifestyle.

Specifically, our most successful clients usually are:

  • Age 55 and above
  • Close to retirement or already retired
  • Retirement account holders
  • Referred to us by current satisfied clients

98% of our clients have been with us since we began our business in 2007. What they have in common is they like working with us and are very happy with the results of our efforts on their behalf.

You, too, can join our family of satisfied clients. Call us today at 724-382-1298 to set an appointment.