An independent financial advisory firm.......Let our independence guide yours.  

 

Individuals & Families

Putting the pieces of life's financial puzzle together so you don't have to.

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Retirees

Have confidence that you can create your own paycheck.

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Money in Transition

I have money, now what?

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Institutional

Helping corporations and non-profits fulfill their fiduciary duties

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Meet Our Team

Sam  D'Alesandro

Sam D'Alesandro

Chief Executive Officer & Chief Compliance Officer

412-341-6642

Keith  Woerner, J.D.

Keith Woerner, J.D.

Executive Vice President & General Counsel

412-341-6642 ext. 114


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