Helping Clients Succeed Financially
Planning and investing for the future doesn’t always mean retiring and slowing down. For many, it’s about achieving financial independence, pursuing new adventures, or finding and fulfilling a passion. Whatever the case, achieving long-term goals requires careful planning today.
We can help you get started!
As a CERTIFIED FINANCIAL PLANNER® professional, I work to guide you through the planning process…..one step at a time. Our flexible process adapts to meet a wide range of wealth planning needs, empowering you and your family to prioritize objectives, track your progress and measure progress toward your goals. Our team structure is is designed to deliver a highly-personalized experience that includes ongoing communications and proactively anticipating your needs. Learn More
“Our practice centers around you–always focused on helping you plan for the future and towards your long-term goals.”
– Matthew Wagle, Managing Director - Investments, Financial Advisor
Serving your needs in two locations
Pittsburgh office
301 Grant Street, 36th Floor
Pittsburgh, PA 15219
412.201.3833
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Clarion office
853 East Main Street, 2nd Floor
Clarion, PA 16214
814.227.2662
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2026 Outlook: Trendlines over headlines
Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.
News and Insights
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.