The 30 Best Investments for high net worth individuals in Pennsylvania

Thomas Keiser - RBC Wealth Management Financial Advisor is a reputable financial institution located in Pittsburgh, Pennsylvania, United States. As a skilled financial advisor, Thomas Keiser provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Thomas Keiser is dedicated to helping clients build and protect their wealth for the future. With a commitment to excellence and a strong track record of success, Thomas Keiser - RBC Wealth Management Financial Advisor is a trusted partner for individuals and families seeking sound financial advice.

Legacy Wealth Strategies is a premier financial institution located at 5700 Corporate Drive in Pittsburgh, Pennsylvania. We specialize in providing personalized wealth management and investment strategies to help our clients achieve their financial goals and secure their legacy for future generations. Our team of experienced professionals is dedicated to providing top-notch financial advice and guidance to help clients build and protect their wealth. Trust Legacy Wealth Strategies to help you navigate the complexities of the financial world and create a solid financial plan tailored to your unique needs.

Baum Private Wealth Advisors of Janney Montgomery Scott is a prestigious financial institution located in Pittsburgh, Pennsylvania, United States. With a focus on providing personalized wealth management services, their team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Baum Private Wealth Advisors offers tailored solutions to meet your individual needs. Trustworthy, knowledgeable, and committed to excellence, they are a trusted partner in navigating the complexities of the financial world.

Wealth Enhancement Group is a leading financial institution located at 11 Stanwix Street in Pittsburgh, Pennsylvania, United States. Specializing in wealth management and financial planning, our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Wealth Enhancement Group is committed to providing top-notch financial advice and guidance to individuals and families looking to enhance their wealth and secure a prosperous future.

Union Bridge Capital, located at 800 Waterfront Drive in Pittsburgh, Pennsylvania, is a cutting-edge institution specializing in accounting and finance. They have revolutionized traditional wealth management with their proprietary Total Wealth Equation™, offering individuals, families, and closely-held businesses a comprehensive approach to investment management, tax planning, legal coordination, and risk management. By building relationships based on trust and respect, Union Bridge Capital helps clients achieve their financial goals and maximize their Spendable Wealth. Their integrated team works together seamlessly to provide personalized financial plans tailored to each client's unique needs. With a focus on disrupting the current structure of financial services, Union Bridge Capital ensures that clients receive impactful guidance at every stage of their business cycle. Whether you are starting a new venture, growing your business, or planning for a transition, Union Bridge Capital is there to provide expert advice and support. With a commitment to maximizing Spendable Wealth and empowering clients to take control of their financial future, Union Bridge Capital is a leader in evolved wealth management.

CAPTRUST, located at 542 Rugh Street in Greensburg, Pennsylvania, is a finance institution that provides wealth management services to high-net-worth individuals, business owners, and families. Additionally, they offer investment advisory services to endowments and foundations of nonprofits. Their advisors in Greensburg specialize in committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, the CAPTRUST team is ready to assist. They also support employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. With a centralized model and resources across the country, CAPTRUST offers a wide selection of advisory services to address unique challenges. Connect with a local CAPTRUST advisor to start investing in your financial success. Stay informed with market insights, financial planning strategies, and upcoming webinars on industry topics like hospitals, healthcare systems, law firms, and nonprofit volatility. Nonprofits are increasingly exploring alternatives and seeking help from institutions like CAPTRUST.

Wealth Enhancement Group is a finance institution located at 132 South Main Street in Greensburg, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide personalized guidance and support. With a focus on wealth management and financial planning, Wealth Enhancement Group is committed to helping our clients build and preserve their wealth for the future.

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.

Baird Private Wealth Management is a leading finance institution located at 540 Pellis Road in Greensburg, Pennsylvania, United States. With a focus on providing personalized wealth management services, Baird offers tailored solutions to help clients achieve their financial goals. From investment planning to estate planning, Baird's team of experienced professionals work closely with clients to develop comprehensive strategies that align with their unique needs and objectives. With a commitment to excellence and a reputation for integrity, Baird Private Wealth Management is dedicated to helping clients secure their financial future.

Pakos Wealth Management is a prestigious financial institution located at 752 Lloyd Avenue in Latrobe, Pennsylvania, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Pakos Wealth Management is committed to providing the highest level of expertise and support to our clients. Whether you are planning for retirement, investing for the future, or managing your assets, we are here to help you every step of the way. Contact us today to learn more about how we can help you reach your financial goals.

Centerview Wealth Advisors is a premier financial institution located at 139 Freeport Road in Aspinwall, Pennsylvania. Our team of experienced wealth advisors is dedicated to providing personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Centerview Wealth Advisors is committed to helping clients navigate the complexities of wealth management. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and learn more about how Centerview Wealth Advisors can help you secure your financial future.

The Gordon/Riblett Group at Morgan Stanley is a leading financial institution located at 520 Pellis Road in Greensburg, Pennsylvania. With a commitment to providing top-notch financial services, our team of experts offers personalized investment strategies tailored to meet the unique needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experienced professionals are dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Merrill Lynch Wealth Management, located at 1225 South Main Street in Greensburg, Pennsylvania, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique goals and challenges. Beyond wealth planning, advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their personal and professional goals, as well as lifestyle and multi-generational issues. By leveraging industry analysts and specialists, advisors create financial strategies designed to meet each client's long-term objectives. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate.

UBS Financial Services Inc. is a leading finance institution located at 500 Grant Street in Pittsburgh, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to clients. Whether you are looking for assistance with retirement planning, asset management, or financial planning, UBS Financial Services Inc. has a team of experienced professionals ready to help you achieve your financial goals. Trust UBS to provide you with personalized financial advice and comprehensive solutions tailored to your individual needs.

Bednarz Financial Group is a reputable finance institution located at 533 East Drinker Street in Dunmore, Pennsylvania, United States. With years of experience in the financial industry, our team of experts offers a wide range of services including financial planning, investment management, retirement planning, and more. We are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Jagodzinski Financial Boutique is a finance institution located at 670 Main Street, Sugar Notch, Pennsylvania, United States. They specialize in providing financial guidance to highly successful business owners and wealthy individuals. Their hands-on approach involves collaborating closely with clients' other trusted professionals to ensure financial strategies are aligned with their goals. The team at Jagodzinski Financial understands the importance of trust and confidentiality when it comes to managing finances. They aim to be a trustworthy confidant for clients, offering guidance and support through both good and challenging times. Their services go beyond monetary advice, focusing on helping clients take care of their families and businesses.

The White and Lord Group at Morgan Stanley is a leading financial institution located at 1350 Broadcasting Road in Wyomissing, Pennsylvania, United States. Specializing in wealth management, investment banking, and financial advisory services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures. With a commitment to excellence and a reputation for integrity, The White and Lord Group at Morgan Stanley is a trusted partner for individuals, families, and businesses seeking professional financial guidance.

Client 1st Financial is a reputable finance institution located at 915 Nursery Street in Fogelsville, Pennsylvania, United States. With a commitment to putting the needs of their clients first, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized financial solutions and expert advice to help clients make informed decisions about their money. Whether you are looking for investment guidance, retirement planning, or assistance with managing your finances, Client 1st Financial is dedicated to providing top-notch service and support. Visit their office today to learn more about how they can help you secure a stable financial future.

Kaufman Financial Services is a reputable finance institution located at 1609 Lancaster Avenue in Reading, Pennsylvania, United States. With a team of experienced financial experts, Kaufman Financial Services offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kaufman Financial Services is here to help you every step of the way.

visors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Overall, Merrill Lynch Financial Advisor Anastasios A Plevrakis, located in Wyomissing, Pennsylvania, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can work with a team of experienced professionals to create a financial plan tailored to their goals and priorities. By understanding each client's unique situation and goals, the institution aims to provide transparent and customized financial solutions to help clients achieve their financial objectives.

Astra Wealth Advisors is a boutique finance institution located at 101 North Abington Road in Clarks Green, Pennsylvania, United States. We specialize in providing comprehensive planning and investment guidance to high-net worth families, individuals, and businesses. With decades of expertise, we are dedicated to creating personalized investment strategies for each client's unique needs. Operating under the fiduciary standard of care, we aim to build trusted relationships with our clients. Our mission at Astra Wealth Advisors is to help clients capitalize on the opportunities in today's investment climate. We offer three key tools to assist clients in achieving their financial goals. You can contact us at our Clarks Green location at (570) 955-5650 or our Dunmore location at (570) 880-7521. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Our registered representatives are licensed to conduct business with residents of the states in which they are properly registered. For more information, please visit our website or contact us via email.

Michael A. Waterhouse, Financial Advisor is a reputable institution located at 5100 Tilghman Street in Allentown, Pennsylvania. As a finance institution, they provide expert financial advice and guidance to individuals and businesses looking to secure their financial future. With years of experience in the industry, Michael A. Waterhouse offers personalized solutions tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Michael A. Waterhouse, Financial Advisor is committed to helping you achieve your financial objectives.

Financial Freedom, LLC is a premier finance institution located at 5 Great Valley Parkway in Malvern, Pennsylvania. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and attain true financial freedom. Whether you are looking to invest, plan for retirement, or manage your assets, we offer personalized solutions tailored to your unique needs. Trust Financial Freedom, LLC to provide expert guidance and support on your journey to financial success.

Kimberly A. Santarsiero is a boutique investment practice located at 760 East Drinker Street in Dunmore, Pennsylvania. As part of Astra Wealth Advisors, they provide comprehensive planning and investment guidance to high-net worth families, individuals, and businesses. With decades of expertise, they are dedicated to servicing each client's unique needs through a process-driven and disciplined approach to asset management. Operating under the fiduciary standard of care, they aim to establish trusted relationships with their clients and provide straightforward financial decisions tailored to each individual situation. Contact Kimberly A. Santarsiero at (570) 880-7521 or via email at kimberly.santarsiero@astrawealthadvisors.com for more information on how they can help you achieve your financial goals. Securities and advisory services are offered through LPL Financial, a registered investment advisor.

Cornerstone Advisors is a leading financial institution located at 1802 Hamilton Street in Allentown, Pennsylvania. With a commitment to providing personalized and comprehensive financial services, Cornerstone Advisors offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how Cornerstone Advisors can help you secure your financial future.

The Hoffmeier Romanelli Group at Morgan Stanley is a leading financial institution located at 515 Hamilton Street in Allentown, Pennsylvania. With a strong reputation for excellence in the finance industry, our team of experienced professionals is dedicated to providing top-tier financial services to our clients. Whether you are looking for investment advice, wealth management, or retirement planning, we are committed to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.

Van Reed Wealth Management is a leading finance institution located at 2950 Van Reed Road in Reading, Pennsylvania. Our team of experienced financial experts is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management services. Whether you are looking to plan for retirement, grow your investments, or protect your assets, Van Reed Wealth Management is here to provide you with tailored solutions and expert advice. Trust us to help you navigate the complex world of finance and secure your financial future.

Warner Finance is a reputable financial institution located at 707 Claremont Avenue in Tamaqua, Pennsylvania. As a leading finance company in the United States, Warner Finance offers a wide range of financial services to individuals and businesses, including loans, investments, and wealth management. With a team of experienced professionals, Warner Finance is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our services and how we can assist you with your financial needs.

Morton Brown Family Wealth is a prestigious finance institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for providing expert financial services to high-net-worth families, Morton Brown Family Wealth offers personalized wealth management solutions tailored to each client's unique needs and goals. Our team of experienced professionals is dedicated to helping clients achieve financial success and peace of mind. Contact us today to learn more about how Morton Brown Family Wealth can help you secure your financial future.

Merrill Lynch Financial Advisor Wayne C Achey is located at 600 Hamilton Street in Allentown, Pennsylvania, United States. Wayne has over 30 years of experience in the financial services industry, specializing in developing strategies for high net worth individuals and families to help meet their long-term goals. He holds the CRPC® designation and is committed to simplifying complex financial solutions for his clients. Wayne is a Portfolio Manager who can provide personalized investment strategies tailored to meet each client's unique needs and goals. Wayne believes in building strong client relationships based on trust and personalized service, with a focus on family, goals, and priorities. By listening to his clients and understanding their financial situation, Wayne creates a customized plan to help them pursue their aspirations. Through the Merrill Personal Wealth Analysis™, Wayne helps clients document their goals and achieve financial success by making informed investment decisions.