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PWA Wealth Management
542 Rugh Street, Greensburg, Pennsylvania, United States
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About the PWA Wealth Management
PWA Wealth Management, located at 542 Rugh Street in Greensburg, Pennsylvania, is a finance institution that offers comprehensive wealth management and investment advisory services to clients of all types. Our Pittsburgh financial advisors provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our advisors are ready to assist you.
We support employer organizations through services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. Our financial advisors utilize a centralized model and a deep bench of resources to provide a top-notch experience for every client. With a commitment to developing and strengthening client relationships, our team at PWA Wealth Management prioritizes your needs above all else.
Join us for upcoming webinars on topics such as industry insights for hospitals & healthcare systems, fiduciary liability, and navigating volatility in the nonprofit sector. Our team is dedicated to sharing must-know information and best practices to help you achieve your financial goals. Contact our Pittsburgh CAPTRUST office to get started today.
Photos of PWA Wealth Management
542 Rugh St, Greensburg, PA 15601, United States
Opening hours of PWA Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of PWA Wealth Management
"Informative, friendly and knowledgeable, highly recommend!"
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