We're excited to announce that Waldron has once again been ranked as one of the top 100 RIA firms in the country by Barron's! This recognition is a testament to our team's dedication to help simplify the complexities of wealth for our clients. Thank you for your continued trust and support. #BarronsTop100 https://lnkd.in/evcPfj3H Methodology: https://lnkd.in/gggfjGA7
Waldron Private Wealth
Financial Services
Bridgeville, PA 4,072 followers
Simplifying Wealth. Simplifying Life.
About us
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances. Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
- Website
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http://www.waldronprivatewealth.com
External link for Waldron Private Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Bridgeville, PA
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Family Office Services, Independent Investment Platform, Private Wealth Management, and Comprehensive Wealth Planning
Locations
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Primary
44 Abele Road
Suite 400
Bridgeville, PA 15017, US
Employees at Waldron Private Wealth
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Andrew Putterman
CEO - Entrepreneur - Investor - Advisor
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Andrew Fay, CIMA
Founder 1712 Consulting, LLC
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Michael Krol
Waldron Private Wealth is a boutique RIA that simplifies the complexities of wealth for the select clients we serve
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Yue Chu
Technology Strategist at Waldron Wealth Management
Updates
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In this month's episode, Laurie Barkman joins us to explore how business owners can prepare for successful transitions. https://lnkd.in/e4bqbTrD
Wealth Simplified with Waldron Private Wealth
offer.waldronprivatewealth.com
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We’re thrilled to announce that Waldron has been recognized as a Pittsburgh Post-Gazette Top Workplace for the 5th consecutive year! This award is a testament to our incredible team and their positive experiences working here. It’s our employees who judge us, and we’re honored to have their continued support. #employeeappreciation https://lnkd.in/e-rCmUXf Methodologies: https://lnkd.in/eBxAPVTD
Greater Pittsburgh Best Companies to Work for 2024 | Top Workplaces
topworkplaces.com
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In this episode, Ali Swart, CFP®, MBA breaks down everything you need to know about how and when to utilize self-directed IRAs. https://lnkd.in/e4bqbTrD
Wealth Simplified with Waldron Private Wealth
offer.waldronprivatewealth.com
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In this month's episode, we are joined by Euan Guttridge and Liam Krut to discuss venture capital investing. https://lnkd.in/e4bqbTrD
Wealth Simplified with Waldron Private Wealth
offer.waldronprivatewealth.com
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In this episode, Ali Swart, CFP®, MBA provides a broad market update, covering recent events and their impact on long-term investment strategies. https://lnkd.in/e4bqbTrD
Wealth Simplified with Waldron Private Wealth
offer.waldronprivatewealth.com
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Our Samantha Spitzer Sheetz, CFP®, CDFA® is joined by Nic Sasso to discuss advanced estate planning strategies for closely held businesses. https://lnkd.in/e4bqbTrD
Wealth Simplified with Waldron Private Wealth
offer.waldronprivatewealth.com
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In this episode of What The Finance, Samantha Spitzer Sheetz, CFP®, CDFA® explores the relationship between estate tax planning and income tax planning. Sam addresses common questions and concerns, helping individuals understand key strategies and potential pitfalls. https://lnkd.in/e4bqbTrD
Wealth Simplified with Waldron Private Wealth
offer.waldronprivatewealth.com
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The Tax Cuts and Jobs Act changes are set to expire in 2025, potentially cutting estate tax exemptions in half. In our latest blog, Pat Cortazzo, CFP®, ChFC®, CSLP® discusses options to help provide flexibility amidst uncertain future tax policies. https://lnkd.in/epBPuPKD
Preparing for the tax sunset - Waldron Private Wealth
https://www.waldronprivatewealth.com