Your Own Personal Wealth Management Team!

With H&A your service will come from a team of qualified professionals. This provides a breadth of experience to make sure we understand what’s important to you and deliver the strategies and performance you need.

Phone: 412-261-5966
Toll Free: 800-722-1143
Fax: 412-261-3353

Seasons of Wealth Management Advice is designed to provide a comprehensive look and review of a person’s wealth. We know that life will present new challenges and opportunities, often without much notice. Wealth Management uses financial planning at its core or foundation. From that foundation, Growth, Asset protection, Cash flow planning, Wealth distribution and Legacy Planning issues are considered and appropriately acted upon. This process is designed to make complex issues easy to understand for clients, freeing them to pursue the things most important to them.

Private Wealth

We simplify the complexity of financial planning and managing private wealth in the ways that work best for you. We’ll help you stop worrying about your finances and start focusing on the things you love most, and your vision for your future.

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Qualified Retirement

We help employers build great retirement plans that attract high-value employees and contribute to their ongoing satisfaction and retention. Let’s work together to create exceptional experiences for your plan participants, trustees, and HR departments.

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Verizon Retirement Planning

We have been working with Verizon employees for over 20 years. It is this extensive experience that qualifies us to assist you. We are well steeped in Verizon benefits-related information and use this knowledge and experience to ensure you have the best possible retirement planning available.

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Here's How the Process Works

We understand that it can feel overwhelming to find a financial advisor that fits your exact needs. When you choose H&A, we make the onboarding process simple so your investment plan can be put into action as soon as possible, getting you one step closer to pursuing your goals.

1

Discovery

We’ll have conversations to gather the most important information from you—what your goals and priorities are. This becomes the backbone of your personalized investment plan.

2

Presentation

You’ll receive a custom investment strategy gameplan that is fully aligned with your goals and objectives. This includes complimentary consulting with additional professional advisors if necessary.

3

Execution

Your investment gameplan gets put into action, which includes tracking of asset transitioning, investment reallocation, and the implementation of additional services if necessary.

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Why Our Clients Trust Us

Different Professional
Certifications

$500MM

Assets Under
Our Care

99%

Client Retention
Rate

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“Every person, family and business we have the opportunity to work with has unique needs and goals, which are the backbone of the highly customized portfolios and financial plans we manage for them.”

Bernard Carter

Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.