In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.
Talk to us about how we can help you embrace your financial future with confidence.
Lee Oleinick has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
- Barron's Top 1,000 Financial Advisors, 2012, 2013
Our office locations
5600 Walnut Street
Pittsburgh, PA 15232-2410
4000 Town Center Blvd. Ste 100
Canonsburg, PA 15317