INDIVIDUAL FINANCIAL SERVICES
A view that encompasses your full financial picture. Learn MoreContact UsClient Centered & Comprehensive
We know that each client is unique and has unique dreams and goals for their future. We are committed to bringing you comprehensive, customized planning that is informed by your unique financial profile and landscape.

Who We Are
With a history dating to 1971, our team offers you the benefit of more than 70 years of combined financial industry experience.

Independent
We act in the best interests of our clients without pressure to promote a particular product or strategy.

Collaborative
We partner with your other professionals (attorneys, CPA’s, etc.) and leverage their knowledge and experience.

Individualized
We value each client, so it is important for us to offer the most personalized guidance and financial planning possible.

Comprehensive
We will help you look beyond retirement and toward a more meaningful path to your overall financial independence.
Who We Serve
While we work with many types of clients, including individuals, families, business owners, professionals, pre-retirees, and retirees, we find that many share similar concerns, goals, and objectives.

Business Owners
You want to grow your business for your financial success.

Families & Individuals
You are balancing the demands of careers, family, and finances.

Professionals
You need experienced financial guidance as you build and grow you career.

Pre-Retirees
Let us assess your strategy and portfolio to help test your retirement readiness.

Retirees
You have worked hard and now you are ready to enjoy that next chapter of your life.
Our Team
Our training and vast financial services experience allows us to help you define and create a comprehensive plan to support your financial journey.

NEIL H. PETTES, CFP®
Managing Partner

MARTIN J. MANCUSO, ChFC®
Founding Partner

MATTHEW WILEY, CFS®
Financial Planning Analyst
Check the background of investment professionals on FINRA’s BrokerCheck.
Reach Us
Email or call us, we would love to hear from you!
1000 Stonewood Drive
Suite 100
Wexford, PA 15090
(724) 935-3770
(724) 935-3775