OUR FINANCIAL PLANNING PROCESS IN PITTSBURGH & ERIE
Learn about our comprehensive four-step process that enables us to serve you best.
Financial Planning With A Purpose
Whether you want to save money for college, are looking for ways to reduce your tax burden, are ready to start your retirement planning, or want to explore investment opportunities, we’re here to assist you. Our Pittsburgh and Erie offices can help you through reliable financial planning services. Select the office that’s closest to you, and give us a call to get started!

Financial Planning With A Purpose
- Retirement and tax planning
- Legacy and estate planning
- Income strategy and risk management
Our Process

Every WAG relationship begins with our unique 4-step planning process, designed to clearly identify your goals for your lifestyle and finances and develop a tailored financial strategy to confidently pursue them.

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