• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Top Ranked in the U.S.

    Working with one of two independent firms inducted into Barron's inaugural Hall of Fame.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

We take a multi-faceted approach to managing your investments. This investment process is built on discipline which drives repeatable and consistent results. Learn More

Risk Management

We have a team of experienced insurance professionals who identify risks and providing suitable comprehensive protection planning to mitigate these risks. Learn more

Tax Planning

We believe it’s not just what you make it’s what you keep. We can work with your local Accountant to ensure you are taking the necessary steps today to minimize your tax burden in the future. Learn more

Wealth Planning

We have a team of wealth planning professionals that will analyze your cash flow to ascertain the optimal strategy to pay your monthly bills while maintaining a plan to pursue your long-term financial goals. Learn more

Estate Planning

Our team of wealth enhancement professionals devises a plan for you to help ensure your legacy is shared with the people you care about and not 350 million other Americans by way of Uncle Sam. Learn more

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Personalized Wealth Management

Our mission at Aptus Wealth Planning is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. Our goal is to provide you with the objective and comprehensive advice and guidance you require to effectively navigate your individual path to financial well-being.

At Aptus Wealth Planning, we’re committed to delivering on our word. That’s why you’ll benefit from the Aptus Wealth Planning team’s goal of delivering our mission to our clients daily. We are a wealth management firm in Pittsburgh, PA serving affluent families, business owners, executives and institutions. Our team provides a high level of service for our local and national clients in financial planning and investment management. Contact us today and let Aptus Wealth Planning help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Aptus Wealth Planning is a Pittsburgh-based wealth management firm providing a high level of service for our local and national clients. Contact us today and let us help you on your True Wealth journey.

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Insights

Aptus Wealth Planning’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary February 13, 2017

Despite a flat outlook on the market this week, President Trump was able to evoke a bullish sentiment, propelling all three major U.S. indices to new highs late in trading session. The S&P 500 ended the week up 0.81%, bested by the Dow Jones Industrial Average and the NASDAQ Composite which were up 0.99% and 1.19%, respectively. Read more

Monthly Newsletter
February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized ...

Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.

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Video
How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to leran how a trusted financial advisor can help. Read more

Blog
Charitable Planning with a Donor-Advised Fund

Published by Ben Goethel, Director of Wealth Enhancement

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life. Read more

Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

    Blog post
  • Seven Financial Actions to Consider Before 2017

    Published by Scott Ford

    The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st. Read more

    Weekly Market Commentary
  • Weekly Market Commentary February 6, 2017

    It was a busy week with a mix of economic data releases and corporate earnings reports for the markets to digest. Contrary to public anticipation, the economic news was better than expected as pending home sales brought surprise on the upside, along with strong purchasing manager’s index readings in the U.S. and Germany. Read more