Pittsburgh

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Pittsburgh

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Pittsburgh, PA

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

  • February 26, 2024

    How Your Advisor Can Build a Plan Based on Your Values

    Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?

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  • February 12, 2024

    5 Financial Planning Tips for Welcoming a Baby

    When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

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  • January 29, 2024

    How to Protect Children from Identity Theft

    According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.

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