Who we are.
How we’ll help you get from here to there.
Get your finances
We help you optimize all your money decisions, from investments, insurance, taxes, and estate plans, to your daily household cash flow.
Adjust as life
Life isn’t static; your plan shouldn’t be either. We offer regular reviews, accountability, and ongoing adjustments to keep you on track.
Make future decisions, confidently.
We empower you with resources, education, and knowledge we’ve gained through years of experience to help you make wise decisions.
YOUR RETIREMENT IS TOO IMPORTANT TO LEAVE TO CHANCE.
You deserve to know all the folks working together for your goals.
We love building long-term relationships with our clients, many of whom we’ve had the pleasure of serving for more than a decade.
Kathleen S. Wright, CFA
President and Managing Partner
Chartered Financial Analyst, 1994; Bachelor of Science in Mathematics, Allegheny College, Cum Laude, Phi Beta Kappa; Master of Science, Carnegie Mellon University Graduate School of Industrial Administration
A citizen of Pittsburgh her entire life, Kathleen is an active learner through the OSHER program at CMU. She is passionate about helping her clients achieve the future they desire. When she’s not working, she’s most likely enjoying her passion for traveling. Her travel blog details her adventures and highlights stunning photos. Kathleen lives in Upper St. Clair and loves spending time with her four grandchildren.
Adam K. Wright, CFA, CFP®
Chartered Financial Analyst, 2016, CERTIFIED FINANCIAL PLANNER®, 2019; Bachelor of Science in Supply Chain and Information Systems, The Pennsylvania State University; Master of Business Administration, University of Pittsburgh, Katz Graduate School of Business, Beta Gamma Sigma
Adam lives in Upper St. Clair with his wife and two children. He walks to work most days listening to the latest podcasts on retirement and financial planning. An avid learner, he loves that being a financial planner allows him to become a little wiser everyday and help clients proactively manage their financial plans and reach their goals. It’s why he became a financial adviser.
Kyle Beckhusen, CFP®, CLU
CERTIFIED FINANCIAL PLANNER®, 2020; Chartered Life Underwriter, 2019; Bachelor of Science in Business Administration, Geneva College, Cum Laude
A. Gregory Lintner, CFA
The 5 Things You Need in Your Retirement Plan
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