• We build
    true wealth

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

    Explore our approach
  • Top Ranked in the U.S.

    Your Carson Wealth team is honored to be one of two independent firms inducted into Barron's inaugural Hall of Fame.

    See all accolades
  • Process-Driven
    Strategies

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

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Discover the right investment strategy for you.

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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

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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

Connect with an Advisor

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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

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Market Commentary
Weekly Market Commentary September 19, 2016

Markets were focused on the impending Federal Reserve meeting and, with no other macroeconomic news to push or prod investors, volatility returned after a record-breaking period of stability in our domestic markets. Read more

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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

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Monthly Newsletter
Monthly Investment Review: August 2016

August had a truly historical event, one that investors haven’t seen since the end of 1999: all three major US indices hit record highs on the same day. Read more

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Blog
Complex Financial Planning

Published by Ben Goethel, Director of Wealth Enhancement, and the Carson Institutional Alliance Investment Committee

Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best? Read more

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Video
Diversified Growth

Watch this video to learn about the Diversified Growth strategy. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • What You Need to Know About Medicare Enrollment

    Published by Ben Goethel

    An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. In households where both spouses are employed, it’s important to analyze the benefits of each spouse’s employer-provided health insurance plans to make sure you’re not paying too much for health insurance. Read more

    Weekly Market Commentary
  • Weekly Market Commentary September 12, 2016

    US markets ended the shorter trading week solidly in the red after slipping last Friday. The S&P 500, Dow Jones Industrial Average and NASDAQ Composite were all down more than 2% for the week with the main detractor, the NASDAQ Composite, falling 2.36%. Read more