Small Business
Are you a business owner? We are too. Our Pittsburgh financial advisors work with dozens of entrepreneurs to help them manage cash, protect and grow their assets, help their employees save for retirement, and plan for a future exit.
Global Executives
Your life is on the move. Whether you work in the U.S. for a Fortune 500 company or are living abroad as an ex-pat, our Pittsburgh financial advisors provide enhanced wealth management services for you and your family.
Women of Wealth | The Future of Wealth is Female
Today, more women are business owners and corporate executives. They control a third of total US household financial assets—more than $10 trillion dollars*. These numbers are projected to grow substantially in the future as wealth transfers from parents to children. Are you prepared to take control of your wealth?
*Pooneh Baghai, Olivia Howard, Lakshmi Prakash, and Jill Zucker, ”Women as the Next Wave of Growth in Wealth Management”, https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management
Media | Entertainment
Very few advisors understand the unique challenges of working in media and entertainment, and sports. We serve these clients with a deep understanding of these industries because we've worked in them. Whether you work in broadcast journalism or film, the lifespan of your career is uncertain. Our Pittsburgh financial advisors can coach you through your most important career transitions and partner with you to create a custom plan that gives you confidence about the future.
NextGen
We recognize the importance of financial literacy. Our NextGen practice helps young professionals make smart decisions when it comes to their money questions. Our 4Rivers advisors can be your personal financial coach whether you are considering a 401k or Rothk, saving for a wedding, or taking on a mortgage.