There are occasions when families require the services of a professional money manger to help manage their assets.

Licensed Fiduciary

As a fiduciary, our responsibility and legal duty is to act in the best interest of our clients in all financial matters.

There can be no bias toward investing in a particular company or investment product. Rather, our job is to formulate a written plan that becomes the blueprint for our asset-managing strategy.

The standard we set as a fiduciary is very high for a good reason: Our long-term relationship with most of our clients, built on trust, make this a comfortable choice for those seeking help in managing their assets.

Interested in learning more about our fiduciary services and how they can work for you? Call our office today at 724-382-1298 or complete the meeting form to the right to start a dialogue.