Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Awards & recognition

  • Premier Wealth Partners, Barron's Top 250 Private Wealth Management Teams, 2024
  • Premier Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • A J Jugan, AdvisorHub Advisors to Watch (over $1Bil), 2023-2026
  • Premier Wealth Partners, Pittsburgh Business Times Best Places to Work, 2022

Community participation

Premier Wealth Partners - Community participation photo

Make-A-Wish Greater Pennsylvania and West Virginia

Wish Heroes

Greater Pittsburgh Community Food Bank

Relay For Life - American Cancer Society

Hello Bully - Pittsburgh Pit Bull Rescue

Cystic Fibrosis Foundation

FOCUS Pittsburgh

Animal Friends