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Accolades

The Five Star Wealth Management Award: Named a Five Star Wealth Manager by Pittsburgh Magazine 2009, 2010, 2011, 2103 and 2015 We are honored to have received this prestigious award; an achievement claimed by less than 7% of all financial advisors in Pittsburgh.

The Winners Circle Award: A “Top 10%” level of performance honor given to us by Commonwealth Financial Network, our former broker-dealer.

Forbes Magazine Article: We have recently been chosen to represent Pennsylvania as a featured wealth management firm.