Experience the
Summit View Difference in Pittsburgh, PA.
Strategic retirement & wealth planning for Pittsburgh professionals.
Whether you're walking through Shadyside, working downtown, or enjoying the Strip District, your financial life deserves attention. Our advisors work with Pittsburgh-area residents to build practical, personalized wealth plans. We help you understand your options before any advice is given. Through classes, conversations, and clarity, we help remove the stress from planning. We’re here when you’re ready to plan forward.
SERVICES crafted with intention
Personalized Financial Planning & Investment Services
Financial Planning
In Pittsburgh’s fast-moving financial landscape, our planning services offer structure and peace of mind. We partner with clients across the city to design long-term strategies that balance risk and reward. You’ll always get advice that puts your goals front and center.
Investment Planning
Across the greater Pittsburgh area, our investment approach blends discipline with flexibility. We offer customized portfolios designed around your goals, lifestyle, and tolerance for market volatility. You can expect clear communication, ongoing strategy reviews, and fiduciary care every step of the way.
Retirement Income Strategies
Across Pittsburgh, we help pre-retirees and retirees align their income with their vision for the future. From Social Security to investment withdrawals, we build sustainable strategies that evolve with you. You’ll feel more in control and better prepared for the years ahead.
Plan Assessments
Pittsburgh-area clients appreciate our honest, approachable review of their financial strategies. We assess your current plan, offer feedback based on your lifestyle and goals, and discuss the best path forward. It’s about making informed, intentional decisions about your future.
WHO WE ARE
Independent, Relationship-Based Planning for the Greater Pittsburgh Area
We’ve built our reputation across the Greater Pittsburgh area by helping people make confident, informed decisions about their future. Our team combines decades of experience with a down-to-earth style that clients find refreshing. With no corporate agenda or product pressures, we focus on what’s best for your financial well-being. Let’s build a partnership that helps you live the life you’ve earned.
Frequently Asked Questions
Do you work with clients in Pittsburgh?
Yes, many of our clients live in neighborhoods throughout Pittsburgh, including Shadyside, Squirrel Hill, and the North Hills. We provide retirement and investment planning with flexible meeting options and a focus on helping city-based professionals and retirees make informed financial decisions.
How does your firm serve clients in Pittsburgh?
We work with professionals and retirees across the Greater Pittsburgh area, from downtown to the surrounding neighborhoods. Whether you’re commuting from the Strip District or enjoying retirement in Mount Lebanon, our advice is built to fit the goals of city-dwellers and suburban families alike.
How do you serve clients across the greater Pittsburgh area?
Whether you're a corporate professional downtown or a retiree in a nearby suburb, we bring a personal, education-first approach to your planning. Pittsburgh residents value clarity and efficiency — we deliver both, backed by local insight and national experience.