Wealth Management Services
Our wealth management services provide a comprehensive level of financial planning and investment management in two phases. The first phase of our wealth management services includes the development of a specific Investment Proposal and Investment Policy Statement (IPS).
To help you build a successful investment strategy, we work with a team of the industry’s most elite investment professionals. Through our Asset Management Program, you will have direct access to a level of capability rarely available to most investors. For example, one of the primary determinants of portfolio performance is the asset allocation decision. One of the most important duties of the Portfolio Strategist is executing the asset allocation strategy. Because the asset allocation decision is the primary determinant of portfolio performance, we have gone to great lengths to bring significant capability to this critical area of decision-making. When selecting Portfolio Strategists, our due diligence has focused on firms demonstrating:
- Substantial research across global capital markets
- Asset allocation and portfolio strategy as a core competency
- Investment Policy Committees composed of senior investment professionals
- Disciplined investment process
The Portfolio Strategists are one of the primary participants of a properly integrated investment team. We determine which Portfolio Strategist is appropriate for your individual circumstances. As one of our clients, you have an exclusive opportunity to access this high level of capability through our Asset Management Program.
The second phase of these services is ongoing management and financial planning. In this phase, we work to coordinate your financial plan with other aspects of your financial picture to enhance the growth and preservation of your wealth.
Included with this phase are quarterly reports on the investment portfolio, target allocation and related performance. This includes a tracking of portfolio holdings, interest and dividend payments, capital gains, overall portfolio performance, and so forth. Periodic meetings are held to review your current situation and investment portfolio. Fees are calculated as a percentage of assets under management and include ongoing financial planning services with online access to our interactive daily wealth management system.
Communities We Serve
Here is a partial list of some of the Pittsburgh Area communities that we serve:
Baldwin, Bentleyville, Bethel Park, Bridgeville, Canonsburg, Carnegie, Cecil, Claysville, Eighty Four, Finleyville, Green Hills, Heidelberg, Hendersonville, Houston, Jefferson Hills, Lawrence, Library, Marianna, McDonald, McMurray, Meadow Lands, Mt. Lebanon, North Strabane, Oakdale, Peters, Pittsburgh, Pleasant Hills, Scott Township, South Park, South Strabane, Thompsonville, Upper St. Clair, Venetia, Venice, Washington, West Alexander, Whitehall.
If you have any issues or areas of concern regarding your investments or if you would like to learn more about our wealth management services, please feel free to give us a call.
Our office is located near Pittsburgh, Pennsylvania on Washington Road (Rt. 19) in South Strabane Township. We would look forward to meeting you!
W.E. Griffith & Associates, LLC
1150 Washington Road, Suite 200
Washington, PA 15301
Phone 724-228-3440 Fax 724-228-3442
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