Serving High Net Worth Investors and Company Retirement Plans through personalized Financial Planning and disciplined Asset Management
Service offerings that fit your individual needs:
"One of Pittsburgh's top ten financial advisors"
- AdvisoryHQ News (2017)
NEWS & MEDIA
The future of wealth management is here.
Many advisory firms make investment management their primary (or only) focus. However, we believe that for most people, life questions abound and are the primary reason for seeking professional advice. We prefer to offer a more holistic approach to Wealth Management that combines personalized Financial Planning with straightforward Asset Management.
We believe that Asset Management is strengthened by the value-added benefits of Financial Planning. Since 1994, clients nationwide have found exceptional value in our insights. We provide expert advice on retirement planning, estate planning, insurance, charitable giving, education funding and income tax planning. We’ll even prepare your tax returns. And best of all, we are just a phone call away.
The transparency of our service and compensation allows our clients to focus on the value received. It’s taken a lot of hard work, but we believe we’ve created a process that is simple for our clients.
And that makes it easy to work with us.
Learn more about the D.B. Root approach
To learn more about the D.B. Root approach, or discuss a FREE second opinion on your current wealth building strategy, or call: 412-227-2800