The Laurel Highlands Wealth Advisory Group works closely with individuals, families, non-profits, and business owners in Southwestern Pennsylvania and across the United States. As a multi-generational team with decades of combined experience, our group provides advice on what matters the most to our clients. Whether it's planning for upcoming retirement, consulting with a business on their retirement plan, designing a charitable giving strategy, or simply helping to outline what your financial future may look like, our team's guidance is built on a financial planning foundation. A comprehensive financial plan helps us understand your priorities, delineates expenses, and helps develop a customized investment strategy.

We strive to help you achieve your financial goals and welcome a conversation to see if we are a fit for each other.