TOP 10 Best Generational transfer in Canonsburg, Pennsylvania

Santori & Peters, Inc. in Canonsburg, Pennsylvania is a finance institution dedicated to helping successful business owners create lasting legacies for generations to come. Located at 380 Southpointe Boulevard, our team is committed to assisting business owners in clarifying their long-term goals beyond financial success. As a fee-based wealth management firm, we do not accept commissions from external sources, ensuring that our advice is always in the best interest of our clients. Contact us today to schedule a consultation with one of our representatives at our Monroeville location as well.

Justabout Wealth Management is a leading financial advisory firm located at 375 Southpointe Boulevard in Canonsburg, Pennsylvania. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we offer tailored solutions to meet your unique needs. With a focus on transparency, integrity, and client satisfaction, Justabout Wealth Management is committed to providing top-notch financial advice and guidance to individuals and families in the United States.

Quaker Capital Investments, LLC is a distinguished single-family investment office founded in Pittsburgh, PA in 2014. The firm is dedicated to investing in long-term value and human potential, adhering to a value-oriented investment philosophy with a generational horizon. The legacy of Quaker Capital Management Corp. is carried forward through this family office, which focuses on both public equities and regional early-stage venture capital investments. These investments are often made in collaboration with world-class entrepreneurs, leveraging networks at Carnegie-Mellon University, University of Pittsburgh, and the University of Pennsylvania.Investment Focus: Quaker Capital Investments complements its core public equity investments with a growing portfolio in direct private equity. In partnership with West Allen Capital, the firm acquired the Ruscoe Company, a historic adhesives and sealants manufacturer based in Akron, Ohio. The investment office aims to build a portfolio of high-quality, family-owned businesses that are navigating succession or estate planning challenges.Leadership:

Hawk Rongaus Wealth Management - UBS Financial Services Inc. is a leading financial institution located in Canonsburg, Pennsylvania, United States. Specializing in wealth management services, they offer a wide range of investment options and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, Hawk Rongaus Wealth Management is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hawk Rongaus Wealth Management - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world.

The McNamara Investment Group of Janney Montgomery Scott is a renowned finance institution located at 375 Southpointe Boulevard in Canonsburg, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of investment services to help clients achieve their financial goals. From retirement planning to wealth management, the McNamara Investment Group is dedicated to providing personalized and comprehensive financial solutions. Whether you are a seasoned investor or just starting out, their team is committed to helping you navigate the complexities of the financial world and make informed decisions for your future.

Global Wealth Advisors is a finance institution located at 2400 Ansys Drive in Canonsburg, Pennsylvania, United States. Our mission is to simplify the complex world of financial planning so that you can confidently pursue your dreams. With over 100 years of combined experience, our team of financial advisors offers custom-tailored solutions to help you plan for accumulation, protect your assets, and leave a legacy for future generations. We provide fee-based advice to ensure transparency and avoid surprises with commissions or hidden fees. At Global Wealth Advisors, we believe in providing personalized financial roadmaps for our clients. Whether you're worried about retirement, protecting your assets, or leaving a legacy, we are here to help. Our industry specialists offer a wide range of financial planning, tax reduction, investment, and charitable strategies to help you achieve your financial goals.

True Wealth Design is a finance institution located at 1800 Main Street in Canonsburg, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing a complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we operate as fiduciaries, always acting in your best interests and avoiding commissions on investment product recommendations. Our team of highly credentialed professionals, including Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants, work with you regularly to monitor and adjust your financial planning to avoid risks, identify opportunities, and successfully manage life transitions.

Cedro Wealth Management is a leading financial institution located at 1000 Noble Energy Drive in Canonsburg, Pennsylvania, United States. Specializing in wealth management services, Cedro offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced financial advisors, Cedro Wealth Management is dedicated to providing expert guidance and tailored solutions for individuals and families looking to grow and protect their wealth. Trust Cedro Wealth Management to help you secure your financial future.

Johnston and Associates Private Wealth Advisors is a leading finance institution located at 400 Southpointe Boulevard in Canonsburg, Pennsylvania. Founded by Dana L. Johnston and Zackary R. Johnston, the firm offers personalized wealth management services tailored to meet the unique financial goals and needs of their clients. With a focus on building long-term relationships based on trust and integrity, Johnston and Associates provides comprehensive financial planning, investment management, and retirement planning services. Their team of experienced advisors is dedicated to helping clients achieve financial success and security.

3 Rivers Wealth Management Group, Inc is a leading finance institution located at 6000 Town Center Boulevard in Canonsburg, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Trust 3 Rivers Wealth Management Group, Inc to help you navigate the complexities of the financial world and secure a brighter financial future.

The Bondi Friday Wealth Management Group is a prestigious finance institution located at 2400 Ansys Drive in Canonsburg, Pennsylvania, United States. With a focus on providing expert financial advice and tailored wealth management solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Bondi Friday Wealth Management Group is committed to providing top-notch service and personalized guidance to ensure your financial success.

Southpointe Wealth Management of UBS Financial Services is a premier financial institution located in Canonsburg, Pennsylvania. As part of the global UBS network, they offer a wide range of wealth management services to help clients achieve their financial goals. With a team of experienced professionals, Southpointe Wealth Management provides personalized investment strategies, retirement planning, estate planning, and more. Their office at 4000 Town Center Boulevard is conveniently located for clients in the Canonsburg area and beyond. Trust Southpointe Wealth Management of UBS Financial Services to provide expert guidance and support for all your financial needs.

Southpointe Wealth Advisors is a premier financial institution located at 4000 Town Center Boulevard in Canonsburg, Pennsylvania, United States. Specializing in comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Southpointe Wealth Advisors offers personalized solutions tailored to your unique needs. Trust us to provide expert guidance and sound financial advice to help you navigate the complexities of the financial world with confidence.

Deborah Sullivan - RBC Wealth Management Financial Advisor is a leading financial institution located at 2400 Ansys Drive in Canonsburg, Pennsylvania, United States. As a trusted financial advisor, Deborah Sullivan provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Deborah Sullivan helps clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for college, or growing your wealth, Deborah Sullivan is dedicated to helping you secure your financial future.

Christine Saitta, a financial advisor with RBC Wealth Management, is dedicated to helping individuals and families achieve their financial goals. Located at 2400 Ansys Drive in Canonsburg, Pennsylvania, Christine provides personalized financial planning and investment management services to clients in the United States. With a focus on building long-term relationships and delivering tailored solutions, Christine Saitta is committed to helping clients secure their financial future. Contact her today to schedule a consultation and start planning for tomorrow.

NRC Wealth Strategies, Inc. is a finance institution located at 6000 Town Center Boulevard in Canonsburg, Pennsylvania, United States. With a focus on helping clients achieve their financial goals, NRC Wealth Strategies offers a range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors are dedicated to providing personalized solutions to meet each client's unique needs. Trust NRC Wealth Strategies to help you navigate the complexities of the financial world and secure a prosperous future.

Thermo Calc Software Located at 4160 Washington Road, Canonsburg, Pennsylvania 15317, United States, Thermo Calc Software is a premier electronics store that specializes in computational tools for materials science. With a commitment to innovation and precision, Thermo Calc Software offers state-of-the-art solutions for predicting and understanding material properties, helping customers make informed decisions about their materials and processes.