Rooted in our deep appreciation of clients’ desires for lifestyles and legacies, our team has long crafted goals-based strategies for a loyal clientele in the Pittsburgh area and nationwide. Our team sees clients’ complex financial pictures as puzzles that can benefit from careful analysis – and each client as a person, not a portfolio.
“I believe we bring an exceptional measure of financial insight and passion to what we do. Put simply, we try to help clients in ways they may not expect, but certainly deserve. We talk frequently to clients – and visit them in their homes and offices. By immersing ourselves in the details of clients’ lives and being extremely proactive, we can help clients anticipate different scenarios and prepare for positive outcomes,” Scott Maidman explains.
Our team serves high-net-worth individuals it admires for their achievements and values – parents of growing families, owners of growing businesses (some with 401k plans), physicians, corporate executives, and clients’ grown children. Conversations with clients revolve around their families and their concerns – from Social Security, college funding, and long-term care strategies, to downsizing or buying a second home.