our Mission
Our approach is to help clients to pursue their financial goals and to help make their lives more financially efficient. To do this, we utilize comprehensive wealth management and financial planning services that is customized to the individual’s needs and goals.
COMPREHENSIVE WEALTH MANAGEMENT SERVICES PITTSBURGH WIDE
Cash flow & Budget
Budget Analysis
Balance Sheet/Net Worth Statements
Debt Management
Emergency Funding
Executive Compensation
Goal Planning
Risk Assessment & Management
Protection Analysis
Portfolio Risk
Life Insurance
Long Term Care Planning
Disability Income Analysis
Buy Sell Agreement/Key Man
Investment & Retirement
IRA Contributions & Conversions
Retirement Planning
Income Distributions Strategies
College/Education Planning
Business & Succession Planning
Tax & Estate
Estate Planning Strategies
Wealth Transfer
Charitable Giving
Gifting & Generation Planning
Special Needs Trust
Caring for the Elderly
why Choose Us?
Our Pittsburgh financial consultants utilize more than 70 years of combined experience in the financial industry to help provide individualized financial advice for our clients. We believe in building long-term relationships with knowledge and integrity.
Meet The Team
Jeffrey R. Kelley, AAMS
Partner / Private Wealth Advisor
Micah J. Kelley, CRPC
Partner / Chartered Retirement Planning Counselor
Davisson M. Hammond, CFP®
Partner / CERTIFIED FINANCIAL PLANNER™ Professional
Zoe A. Wiest, CRPC
Client Services Manager
Maria McAllister
Client Services Assistant