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Laurel Highlands Wealth Advisory Group
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Comprehensive Financial Planning
Our group, the Laurel Highlands Wealth Advisory Group, believes every client journey begins with a plan. Our financial planning process helps us to understand our client’s goals and priorities and develop a customized plan to help achieve those goals.

Cash Balance Plans
Take advantage of accelerated retirement savings and significant tax benefits: High annual contributions, annual interest credit, tax savings and flexible retirement options

Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Office Information

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