Pittsburgh
Proudly Serving
Pittsburgh
322 N Shore Dr
Building 1B, Suite 200
Pittsburgh, PA 15212
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Your Pittsburgh Team
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Adam Yofan
CPA/PFS (inactive)
Wealth Advisor
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Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
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Corey Altman
CFP®, CPA, CGMA, PFS
Wealth Advisor
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Jenny Wiechel
CFP®, ChSNC®
Wealth Advisor
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Joe Arena
Associate Wealth Advisor
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Tyler Hunter
CFP®, EA
Wealth Advisor
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Mary Lyn Saly
Advisory Team Associate
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Monica Kovacs
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
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February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
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January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
Read the article