Named to the Forbes’ 2024
Best-in-State Wealth Management Teams

2024 Forbes Best-in-State Wealth Management Teams:  Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/3/22 - 3/31/23 (Source:  The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

We put families at the center

For over 25 years, we have been beginning every relationship with a conversation, helping to identify and prioritize what matters most.  It's about more than markets and returns.

We put our specialized expertise to work to design a wealth management blueprint around you, your goals and your aspirations.

Clients look to us for....

Seymour icons.jpg

Seymour Gielarowski -Joe Lisa Michael resized.jpg

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.


Based in Pittsburgh

Serving families across the nation