412-341-6642


Dive

With

 Deliberation



     Executing a back dive requires

precise alignment of many moving

parts...so too does successful

financial planning.





Individuals & Families

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

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Retirees

Have confidence following retirement that you can create your own paycheck.

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Wealth Changing Events

Your wealth has changed suddenly, 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 x111

Carla Boniface Devlin, CFA®

M. Carla Devlin, CFA & Chief Investment Officer

President & Chief Investment Officer

412-341-6642 ext. 112

Keith Woerner, J.D.

Keith Woerner, J.D.

Executive Vice President & General Counsel

412-341-6642 ext. 114

Frank H. Schuler, CFP®

Frank H. Schuler, CFP®

Investment Advisor Representative

412-341-6642 ext. 120

Sara Morrison

Sara Morrison

Client Service Administrator

412-341-6642 x 110


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