Greater Pittsburgh Financial Advisor
Convenient Locations Serving Canonsburg and the Greater Pittsburgh Metro Area
Our Pittsburg office is located at:
We serve the Pittsburgh metro area including Moon Township, Bethel Park, Mt Lebanon, McCandless, and Allison Park from our convenient office located in the historic borough of Canonsburg.
Our office is near the quaint town and is a short drive to the Downtown Pittsburgh area, Carnegie Museums, shopping and dining, and world-class sports venues and has easy access from 79 Raymond P. Shafer Highway.
Financial Planning Simplified
The Pittsburgh 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 continues to evolve as your life advances.
Meet the Team of Professionals
Our Pittsburgh location is backed by some of the brightest minds in wealth management with specialists in investment management, retirement planning, risk management, tax reduction planning, estate planning, education savings planning, philanthropy, and business planning including debt and cash flow analysis and 401(k)s. While there are virtually unlimited planning options, our professionals ensure our process puts the various pieces of your financial life together so you can live more and worry less.
More Than Just Financial Planning
We value giving back to the communities in which we operate. Through GWA Gives©, a philanthropic program, we actively engage with the community through a variety of volunteer activities and drives. Many of the organizations we support are small nonprofits that our team members serve.
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, educational videos, and a podcast that are useful for people at any stage of their financial life.Back To Blog