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Best Wealth Advisors in Pittsburgh
Best Pittsburgh Wealth Managers
The Pittsburgh region has long been home to a thriving community of financial professionals dedicated to helping individuals, families, and businesses secure their futures. The best wealth advisors in the area are not just investment managers; they are partners in building financial clarity, guiding through transitions, and ensuring long-term stability. Whether you’re planning retirement, optimizing tax strategies, or managing intergenerational wealth, Pittsburgh’s financial leaders bring expertise rooted in both technical knowledge and community values. These advisors demonstrate how a thoughtful, local approach can transform financial planning into lasting success.
At Digital Reference, we connect people to trusted wealth advisors and wealth managers who make a measurable impact. Our mission is to spotlight professionals who combine technical skill with client-centered service, so readers can make informed decisions with confidence.
🔦 Methodology: How We Selected These Pittsburgh-based Wealth Advisors
To create this list, we evaluated Pittsburgh-based advisors and firms with careful attention to the qualities that matter most for clients seeking expert financial guidance:
💡 Research-driven: Verified public results, case studies, and frameworks.
🗣️ Client-reviewed: Real feedback, satisfaction ratings, and measurable ROI.
🏆 Industry-recognition: Awards, speaking engagements, and thought leadership in wealth advising.
📍 Location-based: Advisors and firms with strong roots in the Pittsburgh region.
Our goal is to highlight advisors who have earned trust through proven results and deep local commitment.
Before diving into the list, it’s important to recognize that each of these professionals brings a unique approach — from boutique practices to leadership at established firms — but all share a passion for helping clients achieve financial security.
🌟 Meet the Wealth Advisors Making Things Happen in Pittsburgh
♦️ Sarah Amey
Regional Director, Partner, Wealth Advisor at JFS Wealth Advisors
Sarah Amey is a highly credentialed wealth advisor, holding the CFP®, CIMA®, and CPWA® designations — a testament to her expertise in advanced financial planning, investment consulting, and private wealth management. With extensive experience in guiding high-net-worth individuals, executives, and families, Sarah is known for delivering sophisticated strategies that address everything from portfolio management to estate planning. Her career journey reflects a steady commitment to excellence and thought leadership within the wealth management industry.
Sarah is recognized not only for her technical mastery but also for her ability to connect with clients on a personal level. She takes pride in designing solutions that adapt to unique goals, whether it’s preparing for multi-generational wealth transfer or navigating complex tax strategies. Her combination of analytical precision and empathetic guidance sets her apart in the Pittsburgh advisory community.
💡Why Sarah Amey stands out as a Wealth Advisor
🏆 Advanced designations highlighting expertise in multiple wealth disciplines
📈 Skilled in building strategies for high-net-worth and complex portfolios
💬 Known for blending technical insight with client-focused communication
🌍 Strong advocate for multi-generational and long-term financial success
♦️ Ryan Kennis
Wealth Advisor at JFS Wealth Advisors
Ryan Kennis is a Wealth Advisor at JFS Wealth Advisors, where he partners with high-net-worth individuals, families, and business owners to create and implement comprehensive financial strategies. With over 20 years in the financial services industry, he has developed deep expertise in areas such as private wealth management, retirement planning, and business succession.
In addition to his client-focused advisory work, Ryan leverages his dual credentials as a CFP® and CEPA™ to guide business owners through the complexities of exit planning while ensuring their personal financial goals remain on track. His thoughtful approach emphasizes clarity, trust, and confidence, helping clients navigate important life transitions with peace of mind.
✨ Why Ryan Kennis Stands Out:
📈 20+ years of financial services experience with a focus on wealth and exit planning
🎓 Dual designations: CFP® and CEPA™, bridging personal finance and business succession
🤝 Known for simplifying complex decisions and delivering confidence in long-term planning
♦️Hannah Roth
Associate Wealth Advisor at JFS Wealth Advisors
Hannah Roth is an Associate Wealth Advisor at JFS Wealth Advisors, where she partners with clients to create tailored financial strategies aligned with their goals. With over five years in wealth management and finance, she brings a strong analytical foundation and a talent for simplifying complex financial decisions.
Previously, Hannah served as a Regional Director at Dimensional Fund Advisors, consulting with advisors nationwide on investment and portfolio strategies. She holds a BA (summa cum laude) from Goshen College, and both an MBA and Master of Finance from the University of Iowa. Hannah is known for her empathy, humility, and ability to translate values into actionable plans.
✨ Why Hannah stands out as a Wealth Advisor
📊 Strong analytical skills backed by a diverse advisory background
🤝 Known for combining technical insight with empathy and trust
🎯 Helps clients define and pursue their values through clear, personalized planning
♦️ Kevin Renne
Partner, Wealth Advisor at JFS Wealth Advisors
Kevin Renne is a seasoned wealth advisor who combines the expertise of a Certified Financial Planner™ (CFP®) with the strategic insight of a Certified Exit Planning Advisor (CEPA™). His career journey has been shaped by a strong focus on guiding business owners, executives, and professionals through both personal wealth planning and the complexities of business succession. Kevin’s dual focus allows him to provide clients with strategies that not only safeguard their wealth but also optimize value when transitioning ownership or stepping into retirement.
In the Pittsburgh advisory community, Kevin is recognized for bridging the gap between business planning and personal financial goals. His work often extends beyond traditional wealth management, offering holistic guidance that incorporates tax strategies, risk management, and legacy planning. This comprehensive approach ensures that clients’ professional and personal objectives remain aligned.
💡Why Kevin Renne stands out as a Wealth Advisor
📌 Expertise in business exit and succession planning
📊 Proven strategies that integrate personal wealth with business value
💬 Trusted partner for executives and entrepreneurs in transition
🌟 Commitment to long-term wealth sustainability and growth
♦️ Robert Jazwinski
Founder, Co-Chief Executive Officer, Partner, Wealth Advisor at JFS Wealth Advisors
Robert Jazwinski is the founder of JFS Wealth Advisors, a respected firm delivering comprehensive financial planning and investment management services. With decades of experience, Robert has built his career on providing disciplined, client-first guidance tailored to both individuals and institutions. His leadership has shaped JFS Wealth Advisors into a trusted name in the Pittsburgh area, with a reputation for professionalism and excellence.
Robert is well known for his commitment to holistic wealth strategies that balance growth with security. His contributions extend beyond advising clients — he has established a firm culture that emphasizes education, transparency, and community engagement. Through his vision, JFS has become a pillar of reliability for families and organizations seeking long-term financial stewardship.
💡Why Robert Jazwinski stands out as a Wealth Advisor
🏢 Founder and leader of a highly regarded advisory firm
📈 Expertise in both individual and institutional wealth strategies
🤝 Dedicated to building trust through transparency and education
🌍 Strong community presence and legacy of financial leadership
♦️ Anthony Mastro
Founder and Wealth Management Advisor at Continuum Capital Advisors
Anthony Mastro is a wealth advisor with an impressive career marked by dual credentials as a Certified Financial Planner™ (CFP®) and Chartered Life Underwriter® (CLU®). His unique background allows him to provide well-rounded financial solutions that address both investment strategies and risk management through insurance planning. Anthony’s career has been defined by his dedication to creating personalized, forward-looking strategies for his clients in Pittsburgh and beyond.
Anthony is widely respected for his ability to craft holistic plans that align wealth growth with protection and preservation. He is particularly adept at helping clients prepare for life transitions, whether that means planning for retirement, managing risk, or ensuring that family wealth is effectively passed on to future generations. His well-balanced approach positions him as both a strategist and a trusted advisor for families and professionals.
💡Why Anthony Mastro stands out as a Wealth Advisor
📚 Dual expertise in financial planning and insurance solutions
📊 Strong focus on balancing growth with risk management
💬 Known for guiding clients through major life transitions
🌟 Trusted for multi-generational wealth planning strategies
♦️ Neal McGrath
Managing Director, Partner & Wealth Advisor at Carson Wealth
Neal McGrath is an Accredited Investment Fiduciary® (AIF®) with a distinguished role as a wealth advisor in the Pittsburgh area. His fiduciary designation underscores his commitment to always acting in his clients’ best interests — a principle that guides his career and strengthens client trust. Neal has extensive experience in retirement plan consulting, investment advisory, and personalized wealth management strategies.
In addition to his technical expertise, Neal is known for his collaborative approach with individuals, families, and businesses. His work often includes guiding companies on retirement plan solutions while also ensuring individuals achieve personal financial milestones. This dual focus allows him to impact both corporate and personal financial health across Pittsburgh’s diverse community.
💡Why Neal McGrath stands out as a Wealth Advisor
📊 Fiduciary-focused guidance with AIF® credentials
🏢 Expertise in both corporate and personal financial planning
💬 Recognized for transparency and client-first decision making
🌟 Trusted for his impact across individual and organizational wealth strategies
♦️ Gerard Longo
Wealth Manager | Partner at Merit Financial Advisors
Gerard Longo brings extensive expertise as both an Accredited Investment Fiduciary Analyst® (AIFA®) and a Certified Plan Fiduciary Advisor® (CPFA®). With a career focused on institutional and individual wealth management, Gerard has earned recognition for his commitment to fiduciary excellence and retirement plan consulting. He has worked closely with organizations to design and oversee retirement benefits that truly serve employees, while also guiding individuals on long-term investment strategies.
In Pittsburgh, Gerard is highly regarded for his balanced approach that blends institutional knowledge with personal advising. His background allows him to bridge the gap between business leaders seeking robust retirement solutions and families striving for financial clarity. By emphasizing accountability and measurable results, he continues to build trust across a wide client base.
💡Why Gerard Longo stands out as a Wealth Advisor
📊 Advanced expertise in retirement plan design and oversight
🏢 Recognized for fiduciary excellence with AIFA® and CPFA® designations
🤝 Skilled in bridging institutional and personal wealth needs
🌟 Known for his commitment to accountability and measurable impact
Strengthening Pittsburgh’s Financial Future with Trusted Guidance
Pittsburgh’s wealth advisors play a central role in helping individuals and businesses plan for long-term financial security. Their expertise spans retirement planning, investment management, and comprehensive wealth strategies, making them trusted guides in a changing economy. Many hold respected designations such as CFP®, CIMA®, CPWA®, CLU®, and AIFA®, which elevate their professional standing and decision-making capabilities. Their achievements showcase a consistent commitment to building strategies that align with both immediate needs and future aspirations. By combining specialized knowledge with a focus on measurable outcomes, they strengthen Pittsburgh’s financial foundation and create lasting value for the community.
At Digital Reference, radical authenticity drives every insight, ensuring clarity that professionals can rely on. This standard is essential because authenticity fosters the trust and confidence needed to make sound financial choices.
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Pittsburgh’s financial strength is built on the guidance of professionals who understand both the opportunities and challenges of today’s market. Their expertise ensures that individuals and organizations have a steady path toward long-term success. In times of uncertainty, a reliable guide is invaluable. That’s why your trusted source is Digital Reference.
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