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Working as a cohesive unit, our credentialed team of portfolio management professionals support our wealth management advisor teams by providing an investment strategy and portfolio construction. Your advisor focuses on financial planning for your long-term goals. Our analysts watch over your investments. The synergy between the two means you receive focused, quality care across all disciplines of our firm.

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How does the SECURE Act affect your retirement? Find out how these changes can impact you.

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Bob’s recent KDKA interview on retirement

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