Barron's Advisor Hall of Fame ABOUT US WORKING WITH YOU SERVICES NEWS BLOG CAREERS AT WALDRON CONTACT LOGIN COMPLETE FINANCIAL PLANNING Kevin Searfoss, CFP®, CDFA™, Senior Wealth Advisor, puts all the pieces together to show the strength of integrated services. “A couple was accessing their inheritance through several trust structures, all with different tax consequences and withdrawal restrictions. They knew they had significant wealth invested, but rather than feeling secure, they felt they were in danger of squandering much of that wealth, and were unable to plan. No wonder—nine different accounts with twelve different stockbrokers and private money managers, none of whom knew the objectives or sectors of the other’s investments. The first thing we did was to provide a clear, big-picture view of their finances. With a newfound understanding of spending, cash flow and net worth, they felt secure in our recommendation of strategies to maximize, protect and transfer their wealth.” Our Advice We prepared a net worth and entity flow chart with values, tax implications, cash distribution restrictions; a spending analysis and detailed projected budget for capital expenditure, business and personal expenses; an evaluation of available, current and projected cash flow; a statement of current and projected net worth; and an income tax and estate summary. We developed an investment structure for the liquid assets management, with the appropriate asset allocation providing the required cash flow, which, in turn, was positioned in the appropriate entity to accomplish its goals. Recommended, independently and objectively, the most appropriate managers within the allocation to accomplish the goals of the wealth planning. Waldron worked with the clients—who like to take extended trips abroad—on developing a solution to have their bills paid, reconciled, and monitored back to their budget plan. Team Members Who Can Help Matthew Helfrich John Waldron Robert Wyche GET IN TOUCH CONTACT US FINANCIAL PLANNING More Cash Flow Projections and Planning Retirement Planning Philanthropic Planning Education Planning Real Estate Services Executive Compensation Consultation Business Owner Advisory Services EXPERTISE FOR EVERY SCENARIO | Business Sale Strategies John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the sale of a business. More Preparing Your Kids for Wealth Matthew Helfrich, Partner and President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy. More Compensation Advice Robert H. Wyche, Partner and Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of their compensation packages. More Supporting Your Family Office Michael Krol, CFP®, CPA, Partner and Head of Wealth Advisory, explains how Waldron efficiently helps family offices provide expanded services for their clients. More 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