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

Family Investing Strategies
Investment Meeting

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

Retirement Planning
 
Estate 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

KFG - Jeff Portrait.jpg

Jeffrey R. Kelley, AAMS®

Partner / Accredited Asset Management Specialist™️

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Phone(412) 528-1920

Fax: (412) 528-1920

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Micah J. Kelley, CRPC®

Partner / Chartered Retirement Planning Counselor™️

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Phone(412) 528-1937

Fax: (412) 528-1937

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Davisson M. Hammond, CFP®

Partner / Certified Financial Planner™️

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Phone(412) 528-1739

Fax(412) 528-1739

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Michael DiBartolomeo, JD, AIF

Private Wealth Advisor / Accredited Investment Fiduciary

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Phone(412) 528-1939

Fax(412) 528-1939

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Zoe A. Wiest, CRPC®

Client Services Manager

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Phone(412) 528-1938

Fax: (412) 528-1938

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Maria McAllister

Client Services Assistant

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Phone(412) 528-1920

Fax: (412) 528-1920

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Jonathan Hansotte, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

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Phone(412) 528-1940

Fax: (412) 528-1940

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Dante Grenci, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

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Phone: (412) 528-1958

Fax: (412) 528-1958

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Lindsay Kelley

Branch Office Support

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Phone(412) 528-1920

Fax: (412) 528-1920

Email: click here