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Wealth Management

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In Figures



% of advisers with professional credentials and advanced degrees
trending-up (1)


Years independent


Number of relationships


Assets under management
Reference: Kathleen S. Wright Associates, Inc. ADV Part 2, Renewed 2019

It's All About You

Clients receive the personalized service they deserve. Here, no one is just a number. You may start as a client but you end up being family.

Recent Commentary

The Magic of Compounding

Little things done consistently can yield huge results.

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Going to Kennywood

Capturing investment returns is a lot like going to your favorite theme park.

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2019 Half Year Commentary

Portfolios and markets recovered nicely in June, with Large U.S. companies leading the way. Again.

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