Here at Loyalhanna Wealth Advisors, we believe giving back is one of the most important ways we can serve the community we call home. Many of our clients support local charities and causes that are close to their hearts, and we are proud to help extend that impact. One of the services we provide is meeting directly with nonprofits — whether it’s assisting with the receipt of appreciated securities or providing disciplined investment management tailored to their mission.
Today, we work with more than 15 nonprofit organizations across Westmoreland County and beyond, overseeing over $40 million in charitable assets. We are also approved as third-party investment managers for both the Community Foundation of Westmoreland County and The Pittsburgh Foundation, allowing us to support a wide range of philanthropic initiatives across the region. By blending financial expertise with community commitment, we help local charities maximize their resources so they can continue to make a difference for years to come.
