Pittsburgh

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Pittsburgh

322 N Shore Dr
Building 1B, Suite 200
Pittsburgh, PA 15212

Roberto Clemente Bridge stretching in front of the Downtown Pittsburgh skyline

Buckingham Strategic Wealth’s Pittsburgh team understands that as wealth grows so does the level and complexity of planning. Step by step, we help navigate clients toward financial clarity by defining goals and needs, reviewing assets, providing recommendations, implementing and managing portfolios, and tracking progress as they pursue well-defined goals. We do all of this with this aim: to protect and grow our clients’ wealth. The Pittsburgh office joined Buckingham in 2019 through its acquisition of Alpern Wealth Management. Since 2001, we have been working with individuals, families and businesses to build blueprints for their financial future that are comprehensive as well as flexible to accommodate their changing needs. Today, we tap into Buckingham’s vast resources, investment research and educational tools to design specialized financial plans while maintaining personalized service for all our clients.
Roberto Clemente Bridge stretching in front of the Downtown Pittsburgh skyline

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Enjoy some of our latest resources

  • September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

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  • September 09, 2024

    What to Know About the New RMD Regulations

    Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.

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  • August 26, 2024

    5 Reasons to Start Succession Planning for Your Business

    Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.

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