I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.Read more
Advice in Common Language
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.
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.
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.
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)?
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.
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.
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.
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.
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.
InfographicSmall Business Owners
199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.Read More
Market CommentaryWeekly Market Commentary – October 14, 2019
Chinese and U.S. negotiators reached a tentative agreement to step back from policies designed to inflict damage on each other’s economies as they seek to negotiate a more permanent trade deal. The Chinese agreed to accelerate purchases of U.S. agricultural products,Read More
Monthly NewsletterPutting Your Health Savings Account to Work
Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.Read More
Blog4 Tips to Take Your 401(k) to the ...
The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.Read More
Weekly Market Commentary
- Weekly Market Commentary – October 7, 2019
The monthly U.S. employment report created some very positive headlines but also indicated slowing business investment is spilling over to the jobs market. The unemployment rate fell to 3.5%, the lowest level in 50 years. As shown on the accompanying chart, payrolls increased by 136,000 jobs last month, roughly in line with expectations.Read more