Pittsburgh
Your Pittsburgh Team
Adam Yofan
CPA/PFS (inactive)
Wealth Advisor
Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
Corey Altman
CFP®, CPA, CGMA, PFS
Wealth Advisor
Jenny Wiechel
CFP®, ChSNC®
Wealth Advisor
Joe Arena
Associate Wealth Advisor
Tyler Hunter
CFP®, EA
Wealth Advisor
Monica Kovacs
Client Relationship Specialist
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Enjoy some of our latest resources
July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
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July 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
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June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
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