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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Aptus financial Planning, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Aptus Wealth Planning we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact 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

Financial Planning

We have a team of financial 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

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 Group Partners

Carson Group 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 Locations

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 May 21, 2018

Concerns over trade and global politics pushed markets lower last week. The S&P 500 slipped 0.5%. Global stocks, as measured by the MSCI ACWI, dropped 0.7%. The Bloomberg BarCap Aggregate Bond Index declined 0.5% based on solid U.S. economic data and concerns increasing oil prices may push other prices higher.

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Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Monthly Newsletter
May Monthly Newsletter: Retirement and Social Security ...

Income from Social Security­ benefits plays an incredibly important role for many Americans in retirement. In 2015, 85% of married couples and 84% of non-married persons aged 65 or older received Social Security benefits.

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Blog
Why Diversified Investments Are Crucial

Published by Tyler Schlumpf

There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more

Video
2018 2nd Quarter Market Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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News
Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Blog post
  • How Much Do I Need to Retire?

    Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

Weekly Market Commentary
  • Weekly Market Commentary May 14, 2018

    A benign inflation report and positive news out of North Korea provided a boost for global stock markets. For the week, the S&P 500 soared 2.4%. Global stocks rose, as the MSCI ACWI climbed 2.1%. The Bloomberg BarCap Aggregate Bond Index was unchanged for the third straight week.

    Read more