Investment/Tax and Legal Advisory firm with multi-discipline practice serving families, charitable trusts and businesses, including management of their respective investments and retirement programs since 1991.  Primary focus is in estate and tax planning which drives its marketing and acquisition of new investment advisory clients. While predominately on the east coast, client base has expanded throughout the continental United States.  Although the main office is in downtown Pittsburgh, Pennsylvania, it owns regional offices in Morgantown, WV and Beaver, PA and leases various meeting offices in the metropolitan Pittsburgh Area, including Butler and Washington Counties.