Protect, Monitor, Achieve
Trusted financial guidance to pursue your goals.
Trusted financial guidance to pursue your goals.
"Top 50 Most Influential Women in Wealth Management” was based on qualitative factors chosen by Wealth Manager Magazine: leadership, innovation, entrepreneurship, business acumen, community service, and dedication (assets under management, not a criterion).
Business Women First Award by Pittsburgh Business Times recognizes women in the Pittsburgh region for their dedication to business growth, professional accomplishments, and community involvement. Individuals are selected from a public pool of nominations and determined by a panel of judges, made up of program alumni who considered business growth, professional accomplishments, and community involvement. This recognition isn't specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any of their accounts.
“2010 Top 1,000 Financial Advisors (state-by-state round-up)” and annual “Top 100 Financial Advisors” awardees were chosen by Barron’s Magazine criteria: assets under management, firm’s revenues and profits, regulatory record, and quality of customer service.
"Top 50 Women in Business", 2005 by the city of Pittsburgh and the state of Pennsylvania were selected based on the candidate’s dedication to business growth, professional and personal accomplishments, community involvement, and advocacy for women in business. This recognition isn't specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any of their accounts.
FIVE STAR: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,886 Pittsburgh-area wealth managers were considered for the award; 224 (12 percent of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth manager's future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
"Forbes Top Women Wealth Advisors" The ranking of Forbes' Top Wealth Advisors (1) (Top Women Advisors) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. Overall, 2,723 advisors were considered, and 200 (7.3 percent of candidates) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visit shookresearch.com.
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available: www.forbes.com.
1This recognition and the due diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. Securities and Advisory Services are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
Our team serves as your trusted personal chief financial officer, responsible for the planning, implementation, and management of your financial universe. We offer wealth management strategies that are personalized to your needs.
Plan for income that is sufficient to support your lifestyle in a tax-advantaged way.
Help minimize the tax burden you face now and in the future.
Seek to preserve your assets and ensure they go to the people and causes you choose.
Plan to minimize the threats to your personal or business assets.
Anticipate issues specific to your business, shareholder equity, and succession.
We are an independent financial advisory firm with more than 35 years of experience serving an exclusive group of families with multigenerational wealth, business owners, and successful executives.
Our team offers diligence in taking care of your money, responsiveness and proactive communication, and the high-level of personalized attention you would expect from a large family office.
With a leadership team in Pittsburgh and resources nationwide, our associates are genuinely committed to the pursuit of personalized investment strategies for each of our valued clients.
Partner, Vice President
Partner, Vice President, Financial Advisor
& Director of Wealth Management
We are financial industry thought leaders with a voice in the global investment world and in our local community.
Tune into this week’s Around the Table with Stacy Smith to hear about our take on the warnings being issued about the current state of the economy.
Read about Carrie Coghill who was honored on Forbes’ list.
Women in leadership and the importance of having an opinion.
Carrie Coghill, CEO of Coghill Investment Strategies, LLC, shares her thoughts and insights on how investors should consider handling taxes and their 401(k) plans on CNBC.
We have a commitment to enriching the communities in which we live and work. These are a few of the causes we are passionate about.
Learn how we help you invest in creating wealth,
creating the life you want to live, and creating the future you envision.