Financial Insights

How to Choose the Right Financial Advisor

Financial Planning

When the thought comes to mind of contacting a financial advisor to assist with financial planning, some may dismiss the idea thinking they have not acquired enough wealth to warrant such services. That is simply not so. Financial planning services are for everyone and can help you set up and attain financial goals. Deciding to […]

Positioning Client Portfolios_ Federated Hermes, Northwestern Mutual, Bill Few A

Positioning Client Portfolios:

Financial Planning, Retirement Planning

by PQ STAFF | 2020 SUMMER Pittsburgh’s leading wealth managers tell how they’re positioning clients in this fraught environment (Part I) Alison F. Wertz, Bill Few Associates As a financial advisor, the only certainty I can guarantee my clients is that eventually there will be a recession. In almost every meeting with clients, I talk about what […]

Alison F. Wertz

Contact Alison F. Wertz, CFP® CLU®

North Hills Address
107 Mt. Nebo Pointe
Suite 200
Pittsburgh, PA 15237
South Hills Address
740 Washington Road
Mt. Lebanon, PA 15228

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