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4000 Triangle Lane Suite 200 Export, PA 15632

724-733-4334
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Financial Strategies

Effective solutions for every stage of life.

Investment Advice

Smart financial advice for every investor.

Retirement Planning

Preserve a legacy that will last.

WEALTH MANAGEMENT, PERSONALIZED.

We are committed to helping you pursue the future you envision in all aspects of your financial life.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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The Advisors

Nicholas A. Subich

Nicholas A. Subich, CPFA

Partner and Wealth Manager

Justin Tantlinger

Justin V. Tantlinger, CPFA

Partner and Wealth Manager

Nicholas S. Frazetta

Nicholas S. Frazetta

Partner and Wealth Manager

Steven R. Mathis

Steven R. Mathis

Wealth Manager

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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