Barron's Advisor Hall of Fame ABOUT US WORKING WITH YOU SERVICES NEWS BLOG CAREERS AT WALDRON CONTACT LOGIN COMPREHENSIVE AND FOCUSED When John Waldron founded Waldron Private Wealth in 1995, it was for the singular purpose of simplifying the financial complexities in his clients’ lives. John’s fiduciary and comprehensive approach to wealth management drew heavily on his financial planning experience at major accounting firms and led him to create a new type of wealth management firm, built specifically to serve the unique needs of business owners, families of multigenerational wealth and corporate executives. Understanding and Expertise Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family’s specific circumstances is required to turn this knowledge into clear, sensible advice. The Solid Foundation of Our Relationship Providing custom wealth management strategies to highly compensated executives, professionals, business owners, and inheritors of wealth starts with creating an in-depth picture of your wealth. It requires a significant commitment of time on our part and yours, but in doing so, we clearly set the expectations we have of each other going forward. It is key to a long and rewarding relationship, and the foundation for an extraordinarily high level of client service. A Multi-disciplinary Team All Waldron client teams feature experts with different skillsets. Among the titles and certifications found among our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Insurance Specialist, Real Estate Specialist, Behavior Financial Advisor, Certified Divorce Financial Analyst, and graduate of the Institute for Preparing Heirs. All teams are conscientiously built with the client’s needs in mind. The result: whether advising individuals or lending support to a client’s family office—your team appreciates the interrelated nature of every recommendation we make. INTERESTED IN LEARNING MORE ABOUT OUR TEAM AND OUR SERVICES? REACH OUT AND SPEAK WITH ONE OF OUR EXPERTS. MEET OUR TEAM More To unravel the complexities of your wealth, every Waldron client team has, at minimum, a wealth advisor, an investment specialist, a planning specialist and a dedicated client service specialist. Working together to unearth the effects of every decision across the spectrum of your finances, they never hesitate to call on the expertise of additional team members as needed. John Waldron CEO & Founder Matthew Helfrich, CFP® President Michael Krol, CFP®, CPA Head of Wealth Advisory Benjamin M. Greenfeld, CFP® Chief Investment Officer ABOUT US WORKING WITH YOU SERVICES NEWS BLOG CONTACT LOGIN 44 Abele Road, Suite 400 Bridgeville, PA 15017 • Phone: (412) 221-1005 • Fax: (412) 221-2005 3303 Water Street N.W., 3F Washington, DC 20007 • Phone: (202) 656-8587 • Fax: (202) 573-8894 Privacy Policy Terms of Use Disclosure Copyright © 2014 Waldron Private Wealth. All rights reserved. For information about Forbes list of America’s Top Wealth Advisors methodology, click here Barron’s factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For more information about Barron’s methodology, Click Here For information about AdvisoryHQ’s best financial advisors in Pittsburgh methodology, click here For information about the methodology of the Financial Times list of the top US registered investment advisors, click here All Best Places to Work winners are determined exclusively on the basis of their employees’ responses to the Best Places to Work Survey. Employee responses from the 30 standard survey questions, along with the number of employees that respond to the survey, are calculated to determine the company’s overall score and ranking. For information about Pittsburgh Business Times methodology,Click Here