APTUS /ap.tus/ – suitable, appropriate, fitting
Aptus Wealth Planning®️ is a Pittsburgh-based wealth management firm with over 40 years of combined experience from Neal McGrath and Thomas Brown. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor.
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.
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.