Loyalhanna Wealth Advisors | Ligonier, PA | Financial Advisors

WHAT WE DO

Loyalhanna Wealth Advisors is a fee-based wealth management team based in Ligonier, Pennsylvania, serving families across Westmoreland County, the Laurel Highlands, and the greater Pittsburgh area. We specialize in retirement income planning, tax-aware investing, and financial guidance for people navigating major life transitions: approaching retirement, changing careers, losing a spouse, or receiving an inheritance. Our team, Michael Reese, CPWA and Sam Silverberg, CFA, brings backgrounds in private wealth management, institutional portfolio management, and management consulting. We lead with financial planning, not products, and coordinate every piece of your financial picture through a single process.

WHY WE DO IT

We keep our word, we tell the truth, we take responsibility, and we do the work.

We've seen what happens when nobody coordinates the full picture: retirees paying taxes they didn't need to pay, widows making irreversible decisions under pressure, retirement accounts sitting forgotten at a former employer. We built Loyalhanna Wealth Advisors to be the team that catches those things before they become problems. That commitment extends to the families, professionals, and nonprofit organizations we serve across Ligonier, Westmoreland County, and the greater Pittsburgh area.

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. ... Read more. Read less.

Michael P Reese, CPWA®

Senior Vice President/Wealth Management, Financial Advisor

Samuel Silverberg, CFA®

Financial Advisor

Cathleen Fulmer

Private Client Associate

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.