Who we are.
Retirement shouldn’t be so nerve-wracking.
Decisions surrounding money are complex, especially when it comes to retirement! Probably because they’re not really about money, after all. They’re about how you get to live your life now and how you get to live it in the future. Even if you know what you want, how the heck do you get there?
Helping you build a reliable retirement plan that gets you from here to there is precisely what we do — and we love every second of it.
How we’ll help you get from here to there.
Get your finances
in order.
We help you optimize all your money decisions, from investments, insurance, taxes, and estate plans, to your daily household cash flow.
Adjust as life
happens.
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
In 2022, Kyle was featured in the Top 100 People in Finance Magazine.
Originally from upstate NY, Kyle relocated to Western Pennsylvania after attending Geneva College in Beaver Falls and never left. When he’s not watching college basketball, he stays active running races, doing triathlons, and playing pickup sports. He enjoys spending time with his wife and three children and serves as an Elder in his local church.
A. Gregory Lintner, CFA
Start the conversation.
WE CAN’T WAIT TO GET TO KNOW YOU!
We'll listen carefully to your goals and dreams.
Then, build a reliable plan to help you achieve them.
So you can make the most of a life you love.
FREE DOWNLOAD:
The 5 Things You Need in Your Retirement Plan
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