Capitol Securities

Shorebridge Wealth Management is a highly experienced and trusted financial advisory firm based in Pittsburgh, PA. With a team of dedicated financial advisors and client service professionals, they provide comprehensive wealth management services that go beyond just investments. Their personalized approach includes in-depth analysis of all aspects of their clients' financial lives, allowing them to create customized plans that address every detail. With an unwavering commitment to their clients, Shorebridge Wealth Management strives to help individuals achieve their unique financial objectives. At Shorebridge Wealth Management, clients can expect the best of both worlds - a comfortable and trusting relationship with their dedicated financial advisor, as well as the collective experience and support of the entire team. With a focus on comprehensive planning, portfolio management, risk management, and legacy planning, they offer personalized guidance tailored to individual needs. With their extensive wealth management capabilities and disciplined planning process, Shorebridge Wealth Management is dedicated to building long-lasting relationships and providing customized financial strategies to help clients achieve their financial goals.Generated from the website

Rootstock Investment Management is a Pittsburgh-based firm offering smart and trustworthy wealth management services to individuals and families with five million or more in investable assets. Committed to honesty and transparency, Rootstock prioritizes building long-term client relationships and providing unbiased advice with a focus on reducing costs and increasing asset returns. With a team of truly independent advisors who receive no commissions, Rootstock emphasizes fairness and accountability in their approach to wealth management. Their dedication to excellence and integrity ensures clients receive personalized, objective recommendations free from conflicts of interest, setting them apart as a reliable and client-focused financial partner.Generated from the website