Waldron Private Wealth

Waldron Private Wealth is a boutique wealth management firm headquartered in Bridgeville, Pennsylvania. The company employs 99 people and generates $16 million in annual revenue. Waldron Private Wealth specializes in advising a select clientele of individuals, families, and family offices on their wealth management needs. The firm focuses on simplifying the complexities of significant wealth by taking a comprehensive approach, considering not just investments but the entire financial picture, including taxes, trusts, income types, and distribution timing. Waldron Private Wealth differentiates itself by assembling bespoke teams of experts with specialized backgrounds in finance, accounting, and estate planning, tailored to each client's unique circumstances. The team boasts qualifications such as Certified Financial Planner, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. Website: waldronprivatewealth.com