Our practice provides comprehensive financial planning and investment management to households, small businesses, and retirement plans. Sensitive to each client’s unique circumstances and objectives, we focus on achieving those objectives. We believe a deep understanding of each client, whether personal or corporate, is essential to providing the advice over the long term that makes achievement of those objectives both possible and likely.

For financial planning, we believe in professional management of assets, time-tested methods of asset allocation, a long-term approach, and a thorough planning process. We have the expertise to guide clients in a wide range of needs. Allegheny’s Asset Management & Investment Research Group provides extensive research and is a vital component of our expertise. Just as important, we are very accessible to our clients.