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    You’ve worked hard. You deserve an advisor who puts your best interests first.

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Effective Game Plan


Advice in Common Language


Straightforward Fees

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You Deserve To Understand What’s Happening With Your 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 Wealth 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.

1

QUESTION

What are you going to do with my money?

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

2

QUESTION

Can you handle the complexity of my situation?

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

3

QUESTION

How can you make my life easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – providing 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)?

Next

We’ll help you find the freedom that comes from confidence in your financial future.

We’re here to help you make sense of your financial situation and respond confidently the next time that nagging question pops up again: “Will I be okay?” We’ll help you coordinate your team of professionals – from lawyers to accountants – to ensure they’re in sync and efficient. At Aptus Wealth Planning, our passion is to bring confidence and clarity to this process, to give you ownership and control over your financial life. 

Contact us today to see how our financial advisors can help you find the confidence you deserve.

Taking the First Step Toward Confidence

 

The first step is always the hardest, so we’ll make it easy. Let’s have a complimentary initial consultation to get to know each other, and see how we could work together to move you closer to your goals.

It all starts with a conversation. Let’s talk.

First Name*

Last Name*

Email*

Phone Number*


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 Partners

Carson 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

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