We understand that investing is more than numbers and figures; it is emotional. With more than 30 years of experience, we educate and support our clients through their investment experience. We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like. We listen to you—you have a say in the structure of how we manage your investments. Avoid traffic, parking fees, and congestion while parking right outside our door. Located in quiet and historic Portersville, our process reflects the down-to-earth values of our community. Come visit us.

Someone You Can Trust

• We care for our clients like friends
• Annual meetings to discuss our progress
• Communication is a top priority

Areas of Focus: We offer customized, personalized client portfolio management.

2012 - 2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in June 2024 based on data gathered within 12 month preceding the issue date.  1854  advisors were considered, 231 were recognized.  Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Approval does not imply any guarantee of successful investment performance or advisory services nor an endorsement by The Pittsburgh Foundation.