How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Invest PGH is a nonprofit that supports Pittsburgh’s small businesses with a variety of programs. A certified Community Development Financial Institution (CDFI), Invest PGH offers loans in many sizes, helping small businesses to grow and thrive in their communities.
Innovation Works introduces, connects, supports and expands the startup and entrepreneurial ecosystem within Southwestern Pennsylvania, making our region a center for innovative startups and tech investors from around the country.
Mobile Application Which Provides Safety and Security Through Real-Time Remote Identity for Police and Motorists During Traffic Stops.
