Experience. Advice. Collaboration. Planning for your family’s entire financial needs

The WTL Group Thomas L. Wentling Jr., Brian J. Tarquinio, John A. Tarquinio, Richard A. Barbarita, Zachary J.m. Deschaine, Nicholas A. Feeney Jr., Michelle Burdzy

The WTL Group


phone

412-665-9904
800-458-2224



phone

855-354-1964





address

5600 Walnut Street
Pittsburgh, PA 15232



Our relationship forms the basis of all of our work together. We don’t make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial goals.

“We provide thoughtful advice about the issues you expect to face. And the ones you won’t see coming.”

Living comfortably in retirement

You could be retired for 30 years. How can you make your retirement funds last? Which accounts should you tap first? The longer you spend in retirement, the greater the impact these decisions can have on your lifestyle. We’ll work together to help ensure you’re financially prepared to live comfortably.

Create a lasting charitable legacy

Philanthropy can have many dimensions. How and why you give are very personal decisions. Whatever your objectives and the causes you’re passionate about, we can help you explore new and innovative ways to make a positive impact in the world, while creating a meaningful and lasting legacy. We can also work with you and family members to provide education on philanthropy and participation strategies for the next generation.*

Do I really need a financial plan?

A plan can turn overwhelming obstacles into manageable objectives. Our approach starts with an important conversation about your priorities and your personal definition of financial security. This information helps us design a roadmap that looks beyond investing to pursue your goals across each area of your financial life. It helps us anticipate potential issues—before they become problems that can derail our strategy.

Our focus on business transition and succession planning

We have the experience to help you with your future plans for your business—whether selling the business outright, taking some liquidity off the table, expanding the business or transferring it to the next generation. Proper planning can help avoid less favorable outcomes and unexpected consequences. Let us help you plan for your future of your business and family.

Thomas Wentling in the media


Thomas Wentling and Brian Tarquinio have been recognized as industry leaders

  • Forbes Best-In-State Wealth Advisors, 2019



Insights

Creating your legacy

Creating a legacy that lasts

Art Cashin on the markets

Art Cashin on the markets