Bill is a lifelong resident of Pittsburgh, Pennsylvania. He holds a Bachelor of Science Degree from the University of Pittsburgh and he has completed the College for Financial Planning, Certified Financial Planner Professional Educational Program. The CFP Professional Education Program satisfies the Certified Financial Planner Board of Standards, Inc. (CFP Board) education requirements for the CFP designation. This designation is granted by the CFP Board to those persons who have met its rigorous educational standards, passed the CFP Board Comprehensive Examination, satisfied a work experience requirement, and agreed to abide by the CFP Board Code of Ethics and Professional Responsibility.
Bill has been involved in the area of advanced financial planning for over 15 years providing specialized strategies and services for ensuring long-term financial security and independence, increasing the magnitude and longevity of a client’s wealth.
His concentration in his professional career has been in the area of investment planning and portfolio management with the goal of protecting and enhancing retirement assets and estates.
Bill is a Certified Financial Planner practitioner. He is a member of the Financial Planning Association (FPA) and the Pittsburgh Chapter of the FPA.
Pamela M. Griffith
Pam is responsible for all administrative tasks as the firm's client service manager.
She supports the advisors with back office procedures including regulatory and compliance matters and is responsible for various operational tasks, such as opening accounts and monitoring transfers.
The firm's strategy for providing many services is to enter into alliances with established service firms and outsource providers (e.g. attorneys, accountants, banks, trust companies, insurance firms, mortgage financing, bill paying, college planning) to seamlessly provide products and services to clients. Taking responsibility for providing and/or supervising all aspects of the members' financial planning needs enables the firm to provide its clients with cost effective, 'one stop' hassle-free personal financial planning and management
Bill is a lifelong resident of Pittsburgh, Pennsylvania. He holds a Bachelor of Science Degree from the University of Pittsburgh and he has completed the College for Financial Planning, Certified Financial Planner Professional Educational Program. The CFP Professional Education Program satisfies the Certified Financial Planner Board of Standards, Inc. (CFP Board) education requirements for the CFP designation. This designation is granted by the CFP Board to those persons who have met its rigorous educational standards, passed the CFP Board Comprehensive Examination, satisfied a work experience requirement, and agreed to abide by the CFP Board Code of Ethics and Professional Responsibility.
Bill is a Certified Financial Planner practitioner. He is a member of the Financial Planning Association (FPA) and the Pittsburgh Chapter of the FPA.
Pam is responsible for all administrative tasks as the firm's client service manager. 