Our Pittsburgh wealth management office is conveniently located in Edgewood/Regent Square area of Pittsburgh about ten minutes from downtown Pittsburgh and just off I-376 Parkway East. Our office occupies the Historic and recently renovated Landmark, the, Edgewood Train Station. Brian Werner CFA®, CFP® manages the office and provides Pittsburgh-based wealth management services to our clients. Brian and his team provide independent, conflict-free Pittsburgh based financial planning and Pittsburgh based investment services to our Western, PA clients.
As Pittsburgh Financial Advisors. we act as Fiduciaries, always putting the goals and objectives of our clients before our own. Furthermore, as Pittsburgh Financial Planners we do not accept compensation from third Parties for any of our services. We believe that this method is the only way wealth management services should be delivered. Our core value of “we invest in you before you invest with us” is the key to our culture. We know that every client situation is unique, and every client deserves our complete and collective expertise and attention. We look forward to listening to you and developing Pittsburgh-centric strategies to meet your financial goals.