pwa wealth management

the pittsburgh-based team is led by founder and ceo joe scarpo and brings 15 employees, including seven financial advisors, to captrust. the pittsburgh-based team is led by founder and ceo joe scarpo and brings 15 employees, including seven financial advisors, to captrust. the firm provides wealth management and financial planning services out of its offices in pittsburgh and greensburg, pa. pwa is joining captrust to leverage the firm’s deep resources and complementary business lines to promote long-term growth for the team and its clients. “we are confident that the pwa team will fit perfectly into our business, and that these new team members will help expand captrust’s presence in pennsylvania—enabling us to serve more clients nationwide.” the addition of pwa marks captrust’s first office in western pennsylvania. since 2006, a total of 45 firms have joined captrust and pwa was the seventh firm that joined captrust in 2020. as with all firms that join captrust, pwa wealth management will transition to the captrust name and branding.

the firm provides investment advisory, investment management, and planning services to thousands of private clients and institutional investors such as retirement plan fiduciaries, endowments, foundations, and religious entities. this document is intended to be informational only. the opinions expressed in this report are subject to change without notice. the information and statistics in this report are from sources believed to be reliable but are not guaranteed by captrust financial advisors to be accurate or complete. none of the material in this publication may be reproduced in any form without the express written permission of captrust: 919.870.6822.

at professional wealth advisors we will take the time to fully understand what is truly important to you, and build a strategy that gives you confidence to pursue those moments. our advisors value and respect the confidence our clients place in us to serve as their trusted advisors, following fiduciary principles, placing their needs first in every recommendation made or action taken. we welcome the opportunity to put our experience and insight to work for you. when you choose to partner with professional wealth advisors, llc,you join a movement of passionate advisors who are determined toimprove the client experience, while enjoying the freedom to practicebusiness as they’ve always imagined. whether you are leaving a legacy to family or gifting assets to charitable organizations, we can help make smart choices for the future. at professional wealth advisors we will take the time to fully understand what is truly important to you, and build a strategy that gives you confidence to pursue those moments.

when you choose to partner with professional wealth advisors, you join a movement of passionate advisors who aredetermined to improve the client experience, while enjoying the freedom to practice business as they’ve always imagined. the information in this material is not intended as tax or legal advice. some of this material was developed and produced by fmg suite to provide information on a topic that may be of interest. the opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. as of january 1, 2020 the california consumer privacy act (ccpa) suggests the following link as an extra measure to safeguard your data: do not sell my personal information. historical performance is no guarantee of future results.

captrust’s pittsburgh-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory the firm provides wealth management and financial planning services out of its offices in pittsburgh and greensburg, pa. pwa is joining captrust as an independent wealth management firm, pwa is directly accountable to our clients. our advisors value and respect the confidence our clients place in us, professional wealth advisors, professional wealth advisors, captrust, pwa advisory, professional wealth advisors, llc.

pwa wealth management joined captrust in 2020. captrust’s greensburg-based advisors specialize in providing comprehensive wealth management services to private wealth advisors is a boutique financial firm specializing in portfolio management for high net worth families and organizations. at pwa financial, we provide financial wealth management, trust & estate planning and investment advisory services near your location in newton, pa., professional wealth associates, professional wealth advisors reviews, private wealth advisors, private wealth advisors pittsburgh, pro wealth management, pwa downers grove, finra broker check, impetus wealth strategies, highpoint planning partners, captrust pittsburgh. is wealth management a good career path? who is captrust? are morgan stanley wealth management advisors fiduciaries? what is wealth management and how it works?

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