Waldron Private Wealth

We are overjoyed to have been featured as the only Pittsburgh firm on Barron's 2021 Top 100 RIA firms in the country! Thank you to our entire Waldron team and our valued clients for this esteemed recognition. Waldron remains committed to exceeding the needs and expectations of our clients. Our low Client:Advisor ratio was in the top 3 on Barron's list. We look forward to maintaining our high level of service in 2022 and on. Barron's factors included in their rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For more on Barron’s ranking methodology click https://lnkd.in/gsxTZWC https://lnkd.in/daebhQ75

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

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

In this month's episode, Ali Swart, CFP®, MBA is joined by Mykolas Rambus to explore the critical issues surrounding personal privacy and security in the digital age. They discuss how individuals and businesses can protect their online presence and navigate emerging threats from AI. https://lnkd.in/e4bqbTrD

In this episode of What The Finance, Ali Swart, CFP®, MBA unpacks the differences between saving and investing for children through Custodial Accounts (UTMA) versus trusts. Ali addresses common questions and concerns, providing insights to help parents make informed decisions about their children’s financial futures. https://lnkd.in/e4bqbTrD

Waldron Private Wealth is excited to announce the hiring of Brett Rees to lead our mid-Atlantic efforts. Brett Rees joins Waldron Private Wealth as a Managing Director - Wealth Consultant in the Greater Washington DC area. Brett will be responsible for introducing new potential clients to the firm and help with hiring local talent with the ultimate goal of expanding our presence to open an office in the region. https://lnkd.in/ehfFxxYE

In this month's episode, Ali Swart, CFP®, MBA is joined by Casey Robinson, CFP®to discuss the unique considerations and strategies for successful succession planning for franchise owners. https://lnkd.in/e4bqbTrD

In this episode of What The Finance, Samantha Spitzer Sheetz, CFP®, CDFA® unpacks President Biden's proposed changes to capital gains tax rates, shedding light on their potential implications and offering insights for investors facing a shifting financial landscape. https://lnkd.in/e4bqbTrD

On this month's show, Ali Swart, CFP®, MBA is joined by Michael Krol to delve into how the financial services industry has evolved over the years, and explore its implications for individuals seeking financial advisors in today's market. https://lnkd.in/e4bqbTrD

On this episode of What the Finance, Ali Swart, CFP®, MBA shares some personal stories about how accident insurance can play an important role in a family's financial plan. https://lnkd.in/e4bqbTrD