Fiduciary advisors in Sewickley, PA

Sewickley, Pennsylvania

Fragasso Financial Advisors has provided financial planning and investment management services since 1972, serving individuals and multigenerational families from its Sewickley location. The firm organizes advisors into client teams that typically include a financial advisor, financial analyst, and account specialist, supported by an in-house portfolio management team that conducts market analysis and economic commentary. The firm states it works collaboratively with clients' existing professional networks, including attorneys and accountants, and maintains an investment committee that meets quarterly to review market trends and portfolio construction.

Sewickley, Pennsylvania

Stirling Wealth Management of Janney Montgomery Scott is an investment advisory firm in Sewickley, Pennsylvania. Services include Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sewickley, Pennsylvania

Stratos Wealth Partners is an investment advisory firm in Sewickley, Pennsylvania. Services include Financial Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Sewickley, Pennsylvania

True Wealth Design is an investment advisory firm in Sewickley, Pennsylvania. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open daily.