All Aspects of Your Financial Life
From planning for retirement to preserving your legacy, our client experience is designed to uncover your financial and emotional needs, creating a strategy for today and into the future.
How We Help
Financial guidance for every stage of life.
Since 1972, Fragasso Wealth Advisors has helped individuals, families, businesses, and nonprofit organizations navigate various market cycles and economic circumstances by applying time-tested financial principles. Through the evolution of your goals and life's biggest milestones, our clients have relied on experienced guidance grounded in thoughtful planning and long-term relationships.
When you work with Fragasso, you gain more than a single advisor. You benefit from the collective knowledge of experienced financial advisors, portfolio managers, analysts, and specialists who bring diverse perspectives to every recommendation.
Fragasso's Services
No matter where life takes you, our experienced team provides the thoughtful guidance you need to move forward with confidence.
Financial Planning
Build a personalized roadmap that supports your long-term financial goals.
Portfolio & Investment Management
Align your investments with your risk tolerance and goals through disciplined research and proactive portfolio oversight.
Retirement Plan Advisors
Create a competitive employee benefit while supporting the long-term success of your business.
Business Exit Planning
Prepare for the future with a thoughtful strategy for ownership transitions and business continuity.
Nonprofit & Institutional Investment Management
Help preserve your organization's assets with disciplined oversight aligned to your mission and objectives.
Tax, Legacy, & Estate Planning
Protect what you've built and create a lasting impact for your family and the causes you care about.
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How is Wealth Management Different at Fragasso?
Discover how our personalized approach keeps you and your goals at the heart of everything we do.
Why Fragasso?
Meticulous Planning & Evaluation
Every plan for a prospective client is vetted by multiple advisors, analysts, and firm leaders so you receive a comprehensive assessment on a strictly confidential basis.
Ownership & Perpetuity
Fragasso is employee-owned through an employee stock ownership plan, which translates to low staff turnover and a higher level of expertise from each position at the firm. It also argues against the firm being bought or sold entirely.
A Collaborative Team
Our wealth advisors are not the sole source of guidance. They quarterback the relationship which extends to your portfolio managers, analysts, and administrative team members.
Your Board of Directors
Your advisor welcomes the opportunity to connect with your other professional advisors such as bankers, attorneys, and CPAs to ensure your affairs are arranged in true harmony.
Experienced Professionals
Meet the Leaders Advocating for Your Financial Success
Featured Insights
Expand Your Financial Knowledge
Portfolio Management
Your Questions, Our Perspectives: A Recap of Fragasso’s 2026 Portfolio Management Webinar
Fragasso’s recent 2026 Portfolio Management webinar brought together members of our investment team to discuss a range of timely topics, including the market’s strong...
Portfolio Management
Investing in the Age of Artificial Intelligence: Balancing Opportunity and Uncertainty in a Rapidly Evolving Landscape
Portfolio Management
Michael Godwin, Chief Investment Officer, featured in the Pittsburgh Business Times
Thoughtful perspectives to help you stay informed and confident about the future.
Frequently Asked Questions
Explore answers to common questions about how we help clients navigate important financial decisions.
We provide a range of financial services included in one advisory fee such as financial planning, portfolio and investment management, retirement plan consulting, business succession planning, nonprofit and institutional investment management, and legacy and estate planning. Our goal is to provide customization and clarity packaged in one thorough plan.
Is it time to revisit your financial strategy?
Whether you are evaluating your retirement lifestyle, structuring your legacy, or preparing for what's next, our team is here to help deliver confidence through a strategy that's right for you.