Jeremy Suschak CFP® 412-227-2800 firstname.lastname@example.org
Jack Carroll 412-227-2800 email@example.com
PITTSBURGH: As part of D.B. Root & Company’s effort to provide innovative services to the marketplace, the firm has placed Financial Advisor Jeremy Suschak CFP® in the position of Managing Director of the newly formed Emerging Wealth Program. This innovative service is designed specifically to engage Millennials and other individuals and families who are in the early stages of building wealth.
The service provides financial counseling in areas such as managing cash flow, debt reduction, tax planning basics, understanding employer benefits and investment strategies. Millennials are the nation’s largest demographic, and the program is designed to educate them on the importance and the benefits of Financial Planning. It also assists them in taking control of their financial future.
“We could not have a more perfect person to head up this important part of our Wealth Management Service. Jeremy has always been driven and has proven to be leader in our firm. As a Millennial himself, he understands the issues facing this emerging generation of savers and investors.” Said D.B. Root & Company CEO David Root.
Mr. Suschak has been with the firm since 2012. As Managing Director of the Emerging Wealth Program, he is responsible for overseeing the growth and development of the program including marketing, technology, educational content and fee structure. “This is truly an opportunity to serve a market that has nothing but upside potential in terms of our industry. As a Millennial myself, I understand the opportunities as well as the frustrations facing this generation. I am very proud to be given the responsibility, and I am equally proud of the firm for its attention to this important segment.”
D.B. Root’s Emerging Wealth program deploys current technology and communication methods that are ideally suited to this audience, including a personal financial dashboard and downloadable app. Emerging Wealth clients are also able to access their personal financial information through the company’s website portal. Jeremy is a graduate of The University of Pittsburgh at Bradford.
About D.B. Root & Company
D.B. Root & Company is a fully independent Wealth Management firm committed to providing the ultimate client experience. To do this, we bring together best-of-class services and tools that assist our clients in achieving their own life goal of financial independence.
Our firm provides asset allocation strategies and financial planning to individuals, families and businesses. We provide high value independent, personal financial advice including asset allocation, retirement planning, estate planning, tax planning advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com.