Barron's Advisor Hall of Fame ABOUT US WORKING WITH YOU SERVICES NEWS BLOG CAREERS AT WALDRON CONTACT LOGIN FINANCIAL PLANNING THAT IS LIFE PLANNING To simplify your life, we need to learn a lot about you—about your finances, of course, but also what you want to both achieve and avoid for yourself and your heirs. After all, your wealth is not the sum of your assets. It is not a balance sheet, nor your tax filings. It is a means of making clear what is important to you; of passing on a vision of the world to your family, heirs and others; of affecting the change you want. That is why each Waldron private wealth report you receive begins with the Family Vision created by you and your team. The Family Vision provides the lens through which to judge all the supporting materials that follow. BOUTIQUE BY CHOICE From day one, Waldron was designed as a boutique firm with a unique array of wealth management services for individuals, families and family offices. Boutique because our clientele requires a high degree of focused attention; multiple services because their financial well-being is much more than a matter of investments alone. To that end, we maintain a low client-to-staff ratio—not higher than 5 to 1. We place a premium on having a strong advisor/client relationship right from the start. Experience has shown us that the creation of that relationship cannot be given short shrift on either end. Our client onboarding process is robust, and requires a significant investment of our time. The more we know about your goals, desires and preferences, the more we are able to provide advice that goes far beyond simply managing investments. Know that as independent advisors, our investment recommendations will always be conflict-free and held to the highest fiduciary standard. But what makes these recommendations truly customized is the work we put into aligning them with your unique objectives. NO MATTER YOUR GOALS, WE’RE HERE TO HELP. REACH OUT TO SPEAK WITH ONE OF OUR EXPERTS. YOUR VISION MADE CONCRETE There is no customization without specificity. See how, together, we establish a succinct family vision that guides all of our actions on your behalf. More 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 Considering the Effect of Taxes Robert H. Wyche, Partner and Managing Director, relates the story of a coordinated carryforward strategy. More Your Philanthropic Legacy Sunny Erdman, Senior Wealth Advisor, relates how charitable intentions can be better coordinated. More Goal-based Investing Benjamin Greenfeld, CFP®, Partner and Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives. More Complete Financial Planning Kevin Searfoss, CFP®, CDFA™, Senior Wealth Advisor, puts all the pieces together to show the strength of integrated services. More Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Waldron does not serve as an attorney, accountant, or insurance agent. Waldron does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Waldron’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on Waldron’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee. 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