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Our Process

The Pittsburgh Wealth Management Group will work with you to develop a retirement plan that is carefully formed to suit your specific financial needs.

Our team of experts follow a proven four-step process that allows us to maximize results and minimize uncertainty about your ability to achieve your retirement goals.

Discovery

We recognize that there is no one-size-fits-all approach to retirement planning. That is why we start by focusing on your specific needs and what you want your assets to do for you.

Recommendation

Once we know each other better and understand where you want your retirement journey to lead, our team develops an effective, long-term strategy that is tailored to your specific needs.

Implementation

Once we have discussed a recommendation and you are satisfied with the direction the plan is headed, our skilled staff implements the strategy while providing ongoing communication.

Monitoring

We know you want a retirement plan that provides peace of mind, so that is why we monitor it for you on an ongoing basis — making adjustments as your needs change and economic markets shift.