About Waldron Private Wealth
Simplifying Wealth. Simplifying Life.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Bridgeville, PA
- Founded
- 1995
- Company type
- Privately Held
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth.
Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances.
Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
Specialties
- Family Office Services
- Independent Investment Platform
- Private Wealth Management
- and Comprehensive Wealth Planning
Company locations
44 Abele Road, Suite 400, Bridgeville, PA 15017, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
On LinkedIn
- Followers
- 5,476
- People linked to this company
- 85
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Other employer
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