The 30 Best Investments for high net worth individuals in Pennsylvania

Shawn Abma - Thrivent is a financial institution located at 257 Heritage Drive in Gettysburg, Pennsylvania, United States. At Dulles Group, we prioritize listening to our clients' unique financial positions and aspirations before applying our expertise and over 50 years of combined experience to create a personalized financial strategy. Our team of dedicated financial professionals works collaboratively to provide comprehensive solutions in three specialized areas: Dedicated Planning Services, managed accounts, and product-based solutions. We believe in finding optimal financial solutions tailored to your individual needs and goals. Thrivent, the parent company of Shawn Abma - Thrivent, is a purpose-based financial services organization committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. Thrivent members have access to tools and resources to give back to their communities and live more meaningful lives. Membership in Thrivent allows individuals to be part of a community that looks out for others and provides support throughout their financial journey.

Matthew J Wilson is a Financial Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Matthew J Wilson is equipped to provide expert financial advice tailored to individual needs. Specializing in asset management, retirement planning, estate planning, investment strategies, and insurance products, Matthew J Wilson is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Matthew J Wilson has the expertise to guide you through complex financial decisions. Contact Matthew J Wilson today for personalized financial advice and comprehensive wealth management services.

Michael Hoffmann is a Financial Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. Michael holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, CDFA®, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, CFS®, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLTC, CLU®, and CMFC designations. With expertise in asset management, estate planning, retirement planning, and investment strategies, Michael provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. As a trusted advisor, Michael is committed to upholding the highest ethical standards and providing personalized solutions to meet the unique financial goals of each client.

Dane Burkholder is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. Dane holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Dane's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, and financial analysis. Dane is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Contact Dane Burkholder for comprehensive and personalized financial planning solutions.

Robert Ronald Lloyd Jr is a Financial Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Robert provides expert financial advice and specializes in asset management, retirement planning, estate planning, investment strategies, and risk management for individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge, Robert is dedicated to helping clients achieve their financial goals and secure their financial future.

Scott M Stephan is a Financial Advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street in York, Pennsylvania, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Scott's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Scott is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Scott M Stephan for all your financial planning needs.

Matt Manning - RBC Wealth Management Financial Advisor is a reputable financial institution located at 912 South George Street in York, Pennsylvania, United States. As a trusted advisor, Matt Manning provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Matt Manning is dedicated to guiding clients towards a secure financial future. With a commitment to excellence and a client-centric approach, Matt Manning - RBC Wealth Management Financial Advisor is a top choice for individuals seeking expert financial advice and services.

Cole M Brillhart is a financial advisor at Ameriprise Financial Services, LLC located at 3995 East Market Street, York, Pennsylvania, United States. Cole holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Cole's expertise in asset management, estate planning, retirement planning, investment management, and other financial planning areas. Cole is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Cole is committed to helping clients achieve their financial goals and secure their financial future.

Magnus Wealth Management is a leading finance institution located at 717 State Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Magnus Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and begin your journey towards financial success.

PRESTIGE Wealth Strategies is a prestigious financial services firm located at 20397 Route 19, Cranberry Township, Pennsylvania, United States. With a long history of service dating back to 1859, we offer tailored advice and strategies to clients with investable assets of $1 million dollars and more. Our team of professionals specializes in asset management, estate protection strategies, and asset/estate distribution consulting. We believe in building lasting relationships with our clients, focusing on clear communication and collaboration throughout the entire process. As one of America's leading financial service companies, we have earned the trust of our clients and their families for generations.

Socius Family Office is a prestigious finance institution located at 2605 Nicholson Road in Sewickley, Pennsylvania, United States. Specializing in providing comprehensive financial services to high-net-worth individuals and families, Socius Family Office offers tailored solutions to help clients manage and grow their wealth effectively. With a team of experienced professionals and a commitment to personalized service, Socius Family Office is dedicated to helping clients achieve their financial goals and secure their financial future.

FamilyWealth Management Group is a premier financial institution located in Sewickley, Pennsylvania. Our team of experienced financial advisors is dedicated to helping families and individuals manage their wealth and achieve their financial goals. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At FamilyWealth Management Group, we prioritize personalized service and tailor our recommendations to each client's unique needs and objectives. Visit us at 2200 Georgetown Drive to learn how we can help you secure your financial future.

Hawk Rongaus Fowler Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located in Canonsburg, Pennsylvania, United States. Our team of experienced financial advisors specializes in providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer comprehensive financial planning, investment management, and retirement planning services. At Hawk Rongaus Fowler Wealth Management, we are committed to helping our clients secure their financial future and navigate the complexities of the financial markets with confidence.

Fragasso Financial Advisors is a finance institution located at 3402 Washington Road in McMurray, Pennsylvania, United States. They provide comprehensive financial planning and investment management services to help individuals and families achieve their financial goals. With a team of experienced advisors and a personalized approach to financial planning, Fragasso Financial Advisors is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their 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.

Ayco, a Goldman Sachs Company, is a leading finance institution located at 555 Southpointe Boulevard in Canonsburg, Pennsylvania, United States. As a subsidiary of Goldman Sachs, Ayco offers personalized financial planning and wealth management services to high-net-worth individuals, families, and institutions. With a strong reputation for excellence and expertise in financial services, Ayco provides tailored solutions to help clients achieve their financial goals and secure their financial futures. Whether it's retirement planning, investment management, tax optimization, or estate planning, Ayco's team of experienced professionals are dedicated to providing top-notch financial advice and guidance. Visit Ayco today to experience the difference that personalized financial planning can make in your life.

Waldron Private Wealth is a boutique, independent wealth management firm located at 44 Abele Road in Bridgeville, Pennsylvania, United States. With a focus on simplifying the complexities of wealth, our experienced team works to integrate all aspects of wealth management to provide focused advice that enriches our clients' lives. Specializing in working with entrepreneurs, business owners, high-net-worth individuals, and driven professionals, we offer a bespoke process to help clients plan for the future and anticipate challenges and opportunities. Our services go beyond traditional wealth management, including Business Owner Advisory Services, Family Enterprise Services, and Personal CFO Services.

Conte Wealth Advisors is a leading finance institution located at 641 North Allerton Court in Coraopolis, Pennsylvania, United States. We specialize in providing expert financial advice and wealth management services to our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and investment solutions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Conte Wealth Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Merrill Lynch Financial Advisor Archie Leonard, located at 417 Thorn Street, Sewickley, Pennsylvania, United States, is a reputable finance institution with a team of talented and experienced individuals committed to providing exemplary client service. Recognized by Forbes for their exceptional wealth management teams, Merrill Lynch advisors are dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the financial advisors focus on understanding the things that matter most to their clients, such as family, goals, and priorities. By taking the time to ask smart questions, listen carefully, and understand their clients' financial situations, the advisors help design customized financial strategies to help clients pursue their personal financial goals while managing investment risk effectively.

Morgan Stanley Financial Advisors is a leading finance institution located at 2600 Old Washington Road in Upper Saint Clair, Pennsylvania, United States. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is dedicated to providing top-tier financial guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Compass Advisory Partners LLC is a finance institution located at 306 Fourth Avenue in Pittsburgh, Pennsylvania. As a trusted financial advisory firm, Compass Advisory Partners LLC provides expert guidance and personalized solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals and a commitment to excellence, they offer a wide range of services including investment management, financial planning, and retirement planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Compass Advisory Partners LLC is dedicated to helping you achieve your financial goals.

SullivanCotter is a leading financial institution located at 20 Stanwix Street in Pittsburgh, Pennsylvania, United States. Specializing in finance, SullivanCotter offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, SullivanCotter is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your finances more effectively, SullivanCotter is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

James Rimmel - UBS Financial Services Inc. is a renowned finance institution located at 500 Grant Street in Pittsburgh, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, James Rimmel - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Rimmel - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice tailored to your specific needs. Visit them today to see how they can help you reach your financial goals.

Jefferson Financial Group is a leading finance institution located at 1500 Oxford Drive in Bethel Park, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Jefferson Financial Group offers a wide range of investment and wealth management solutions for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Jefferson Financial Group is here to provide expert guidance and support every step of the way.

Merrill Lynch Wealth Management is a prestigious financial institution located at 417 Thorn Street in Sewickley, Pennsylvania, United States. With a strong reputation for providing top-tier financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch's team of experienced financial advisors are dedicated to providing personalized guidance and tailored strategies to meet your unique needs. Trust Merrill Lynch Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future.

Nex Tier Wealth Management is a leading financial institution located at 101 East Diamond Street in Butler, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or managing your assets, Nex Tier Wealth Management provides expert guidance and support every step of the way. Trust us to help you secure your financial future.

Star Financial Services Group LLC is a leading accounting and finance institution located in Chicora, Pennsylvania. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us at 115 Firehouse Cartway to learn how we can help you achieve your financial goals.

Baird Private Wealth Management is a prestigious finance institution located at 12570 Perry Highway in Wexford, Pennsylvania, United States. With a focus on providing personalized financial solutions for high-net-worth individuals, Baird Private Wealth Management offers a wide range of services including investment management, financial planning, and estate planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Baird Private Wealth Management today to experience the difference of working with a trusted and reputable financial institution.

Botkin Family Wealth Management is a family-owned financial planning and investment firm located at 2948 Washington Road in McMurray, Pennsylvania. Founded by a father-daughter-son team of financial advisors who broke away from a large brokerage on Wall Street, our institution is dedicated to making a difference in your family's life. We believe in staying connected with our clients through life's many seasons, providing personalized advice and guidance tailored to your individual needs. Our independence allows us to focus solely on your best interests, free from the influence of larger brokerage firms. Securities are offered through LPL Financial, while investment advice is offered through Private Advisor Group. We are committed to helping you turn your life savings into a sustainable income for retirement. Check our background on Finra's Brokercheck and contact us to learn more about how we can help you achieve your financial goals.

Signature Financial Planning is a premier finance institution located at 1301 Grandview Avenue in Pittsburgh, Pennsylvania. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Signature Financial Planning to help you secure your financial future.