Pittsburgh

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Pittsburgh

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Pittsburgh, PA

Roberto Clemente Bridge stretching in front of the Downtown Pittsburgh skyline
Buckingham Strategic Wealth’s Pittsburgh team understands that as wealth grows so does the level and complexity of planning. Step by step, we help navigate clients toward financial clarity by defining goals and needs, reviewing assets, providing recommendations, implementing and managing portfolios, and tracking progress as they pursue well-defined goals. We do all of this with this aim: to protect and grow our clients’ wealth. The Pittsburgh office joined Buckingham in 2019 through its acquisition of Alpern Wealth Management. Since 2001, we have been working with individuals, families and businesses to build blueprints for their financial future that are comprehensive as well as flexible to accommodate their changing needs. Today, we tap into Buckingham’s vast resources, investment research and educational tools to design specialized financial plans while maintaining personalized service for all our clients.
Roberto Clemente Bridge stretching in front of the Downtown Pittsburgh skyline

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Enjoy some of our latest resources

  • September 21, 2023

    How Investor Expectations Are Driving Stock Prices

    For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.

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  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

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  • August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

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