We are a private wealth management firm with offices near Pittsburgh and Morgantown. Our philosophy is financial planning should provide a customized solution for each individual investor. For this reason we adhere to the mantra and#195and#162and#226and#8218and#172and#197and#8220Individual Services for Individual Needs.and#195and#162and#226and#8218and#172and#194and#157 With over 50 years of experience combined between our senior investment advisers, we have learned that success comes from an individualized long-term conservative approach to financial planning combined with a long-term personal approach to managing our client relationships.
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