When we meet someone who has questions or concerns about their financial life, our focus is on learning the specifics of their situation, and what they want to accomplish. That's what being a fiduciary is - understanding a client's needs, and solving those issues.
To learn how we approach new client engagements, see our onboarding process below.
2. Data Collection: Based on your goals and the problems you need solved, we'll request a short list of statements, documents, and other relevant information so we can conduct our initial analysis. We’ll review your information, assess your risks and opportunities, and identify any other issues that should be addressed.
3. Workshop: In our second meeting, we'll present your personal financial planning report, detailing our findings, and walk you through our recommendations. We’ll take you through our analysis, along with some projections and scenarios to illustrate how different planning and investing strategies could impact your situation. At this point, we will also present our wealth planning agreement, clearly outlining our services and fees.
4. Think On It: Choosing an adviser is a big decision, and one you want to get right. We want you to feel comfortable and confident about your decision, so if you have any questions or want to discuss anything further, we're here for you. If you decide you’d like to move forward, just let us know. If we don’t hear from you in a week, we’ll check-in to see how you’re feeling and how you’d like to proceed.
5. Engagement: Our approach to wealth management is to guide you through your first steps, and each step thereafter. Our ongoing engagement includes two annual meetings, four quarterly wealth reports, and providing counsel and support whenever you have questions or a new issue comes up. Meetings and reviews are essential to ensuring that your plan remains properly calibrated as your life and needs evolve.
6. Ongoing Planning: We'll guide you through your first steps, and each step thereafter as we implement your plan. Our ongoing engagement includes two annual meetings, four quarterly wealth reports, and counsel and support whenever you have questions or when a new issue comes up. Financial planning is an ongoing process. Proactive monitoring, review, and rebalancing of your accounts, and ongoing communication with you are central to our approach to drive progress towards achieving your goals.
To see what working with us is like, at no cost or obligation, schedule a meeting with one of our fiduciary advisers.
Kathleen S. Wright, CFAPresident and Managing Partner
Chartered Financial Analyst, 1994
Bachelor of Science, Mathematics, Allegheny College, Cum Laude, Phi Beta Kappa
Master of Science, Carnegie Mellon University Graduate School of Industrial Administration
Kathleen has been a citizen of Pittsburgh her entire life. She is an active adult-learner through the OSHER program at CMU. When she is not plying her craft you might find her at faraway lands. Check out the travel blog for details and whimsical photos. Kathleen lives in Upper St. Clair where she can easily enjoy time with her grandchildren.
Adam K. Wright, CFA, CFP®Managing Partner
Chartered Financial Analyst, 2016
CERTIFIED FINANCIAL PLANNERtm, 2019
Bachelor of Science, Supply Chain and Information Systems, The Pennsylvania State University
Master of Business Administration, University of Pittsburgh, Katz Graduate School of Business, Beta Gamma Sigma
When Adam’s nose isn’t stuck in a book you can find him taking a long walk with his golden retriever, Shaggy. Haven’t met Shaggy yet? Stop by the office, he spend most days there. Adam lives in Upper St. Clair with his wife and two children.
Kyle Beckhusen, CFP®, CLUSenior Financial Adviser
CERTIFIED FINANCIAL PLANNERtm 2020
Chartered Life Underwriter 2019
Bachelor of Science in Business Administration, Geneva College, Cum Laude
Originally hailing from upstate NY, Kyle permanently relocated to Western Pennsylvania after attending Geneva College in Beaver Falls. When he’s not cheering on college basketball, he likes to stay active by running races, triathlons, and playing pickup sports. He enjoys spending time with his wife and two children and serving in his local church as a deacon.
A. Gregory Lintner, CFACo-Founder and Senior Financial Adviser Emeritus
Chartered Financial Analyst, 1985
Bachelor of Science, Business Administration, Franciscan University
Master of Public Management, Carnegie Mellon University
Greg is a proud destroyer of hunger problems and is a long-time member of the Pittsburgh Area Foodbank. As a member of the finance committee, he works to ensure that the foodbank is funded for years to come. Greg lives in Mount Lebanon with his wife and daughter. Occasionally, he will sneak off to Siesta Key to enjoy the warm weather and sit on the beach.
Oliver CohenDirector of Marketing
Bachelor of Arts, New York University, Magna Cum Laude
Oliver is an avid reader, amateur chef and music lover. He enjoys travelling with his wife and two boys, relaxing on beaches, exploring cities and diving into new, local cultures.