Site Map
Home page
Identification of Allegheny Financial Group, its broker-dealer affiliate, Allegheny Investments, and their financial planning services. Links to services, financial advisors, financial information, as well as information about the companies, employment, and ways to make contact. Also links to
Advisor login
Access to Allegheny's extranet for advisors
Code of Ethics
The Allegheny Code of Ethics and Code of Conduct, sets of principles and guidelines that define the professional conduct the firm expects of advisors, representatives, and employees.
Financial Planning
Why Planning?
The rationale for comprehensive, integrated financial planning-in terms of need, results and cost.
The Planning Process
A description of the steps in the financial planning process, including evaluating, setting objectives, developing a plan, implementing and monitoring.
Why Use an Advisor?
The rationale for getting independent professional help, in order to provide knowledge and experience, effectiveness and efficiency, broad expertise, and depth of resources.
Choosing an Advisor
Why it is important to have the right financial advisor, and the advantages an Allegheny advisor can provide.
Our Advisors
A summary of the credential and qualifications of Allegheny's financial advisors, as well as alphabetical links to their individual professional qualifications.
Investment Management
Asset Allocation
An explanation of the importance and purpose of allocating assets in an investment portfolio, along with factors to consider.
Portfolio Implementation
How Allegheny helps to construct your investment portfolio and make selections from more than 10,000 professionally managed mutual funds.
Investment Research
A description of the scope and depth of Allegheny's research and analysis of investments and its reporting to clients.
Asset Management
A description of Allegheny's Asset Management Program and its services, which include organizing assets, designing portfolios, diversifying assets, selecting fund managers, monitoring portfolio results and reporting on performance.
Other Services
Risk Protection
A description of the steps necessary to protect against risks; the steps include identifying & ranking the risks, developing strategies, implementing them, and monitoring & evaluating those strategies.
Tax Planning
A summary of the value tax planning, which can not only reduce current-year tax liabilities, but benefit business management, retirement planning, estate planning, education planning, and more.
Business Planning
A summary of the advantages to business owner-sellers of Allegheny's ability to arrange private, passive equity investments in the business.
Retirement Planning
The advantages for individuals and businesses of help in comparing current IRAs, SEPs, SIMPLEs, 401(k)s, 404(b)s, profit sharing plans, and other savings or investment programs with one's situation and objectives, as well sorting through the legion of retirement-planning vehicles.
Estate Planning
The value of professional help in providing for heirs and dependents, making charitable or personal gifts, preserving assets and minimizing estate taxes-using A-B trusts, generation-skipping trusts, dependent-care arrangements, educational trusts, business succession plans, and other instruments.
Education Planning
The value of professional help in choosing among 529 plans, Education IRAs, savings, loans and other possibilities to fund education for children and grandchildren.
Company Information
About Us
A description of Allegheny Financial Services and Allegheny Investments, the scope of services, and headquarters location, with a map and links to the Business Continuity Plan, Privacy Policy, Web Privacy Statement, and Quarterly Routing Disclosure.
Company Leadership
Summary professional biographies of directors and managers.
Prospective Advisors
A summary of the advantages to financial advisors of affiliation with Allegheny, with links to further information about opportunities, Allegheny's view of the market, advisor strategies, and Allegheny's values and style. Also links to
Exceptional Access to Exceptional Resources
A list of Allegheny's intellectual, technological, and operational resources for advisors.
Opportunities
A summary of the opportunities Allegheny offers advisors for pay, benefits, professional growth, professional collaboration and transition support.
Our View of the Market and Strategies
A summary of strategies for advisors, including a focus on wealth transfer, taking an advisory role, moving up market, aligning compensation with services, and choosing a business model.
What our Advisors Say
Quotes from Allegheny advisors about their experience in affiliation with the firm.
Transitioning Your Practice
A summary of the steps in moving one's practice to Allegheny, including due diligence, strategic transition planning, implementation and on-going support.
The Meaning of Exceptional
A brief explanation of what Allegheny means by exceptional access to exceptional resources.
Short Answers about Advisors
A description of the type of advisor that fits at Allegheny, why Allegheny fits will with that type of advisor, and examples of the resources Allegheny provides.
Career Opportunities
A summary of the advantages Allegheny offers employees, as well as a listing of available positions and employment policies.
Contact Us
Telephone and address, as well as live e-mail and forms to submit information about contact preferences and questions.
Client Login
Access to MyStreetscape, for viewing investment portfolio information.