Wealth Management Services in Pittsburgh, PA

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Pittsburgh, PA

1 Bigelow Square 20th Floor
Pittsburgh, PA 15219
Phone: (412)-904-2017
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Connect Your Money With Your Life

As Pittsburgh financial advisors, we help ensure every aspect of your financial life, from investments to tax planning to estate strategy, is addressed in a comprehensive, objective way that lets you live a simpler, more productive life. Our goal is to help you feel confident in your financial future.

For over 25 years, our team of financial advisors serving Pittsburgh and the surrounding areas has been a trusted resource for clients navigating every financial decision, big or small.

Group photo of CW Pittsburgh

​We’re part of a nationally ranked firm, Barron’s 6th Ranked RIA in the country, with a dedicated local presence in Pittsburgh led by Forbes Best-In-State wealth advisor Neal McGrath.

Our Pittsburgh team is focused on proactive tax planning and estate integration, backed by sophisticated investment strategies and the combined expertise of our CPAs, CFP®s, JDs, and other financial professionals, all working together to guide you toward the right decisions for your unique goals.

Learn more about our services

From the North Hills to the South Hills, and from downtown Pittsburgh out to the East, we’re proud to serve our community with customized wealth management solutions designed to help our clients define and reach their goals. We take the time to get to know each client personally, offering financial planning and investment guidance tailored to their unique needs.

Testimonials


I think Neil helped take the fear of retirement away. So in that respect, he helped us feel confident, comfortable, and I guess just reassured.
Eric & Mary Jane M.

Jeana and Michael

Keith and Jill

Martha and Kevin

Mike and Janet
If your current financial advisor relationship has lost the proactive client engagement feel, has fewer regular check-ins, and no real personalized financial planning then it's time to meet with the advisors at Carson Wealth. We know how long-standing friendships or spousal connections can sometimes lead to portfolio manager inertia, so when it's time to look for areas of improvement, we recommend calling the highly motivated team at Carson. In our initial meeting with Neal & James we came away with immediate actionable insights and gained real confidence in their abilities. Moving our assets was easy and we're now about to celebrate 2 years as clients. We feel closer to our financial goals than ever before working with John, our Carson Wealth professional who's proficient both in financial analysis and investment strategies. If you haven't felt valued where you are now, you'll truly feel valued at Carson Wealth.
Paul Kolich
After many years of managing our finances ourselves, we finally decided that we needed some help as we approach retirement to make sure that we have enough put aside. I met Neal and Anne McGrath at a seminar and was immediately impressed. I scheduled an appointment with Neal for me and my husband and we were blown away by his expertise. The communication of Neal and his staff (most often John - who is PHENOMENAL) is unparalleled. We are kept in the loop on everything including dramatic swings in the market. We ended up having Anne (an estate attorney) help us with some long overdue estate documents. She was equally as excellent and attentive.

We have been so pleased with our decision and would highly recommend Carson Wealth in Pittsburgh - Neal and his team - to anyone looking for assistance with management of their finances.

Stacey
I value trust the most in seeking financial advice. The time had come to rely on more than friends and relatives. But how would I know if I found the right match? I'm a neophyte when it comes to the market. I met Neil at Carson Wealth's free retirement tax session at Fox Chapel Library. His approach resonated with me. He's not a hard-sell salesman; he has a quiet confidence and he started building trust. I signed up to learn more. David and I attended three meetings with Neil. We met his associates and together we discussed our retirement hopes and goals. We were impressed with Neil's demeanor. He listened to our vision for ourselves and our daughters. Each meeting built more trust. We signed on with Carson Wealth and have continued to maintain that trust as the market sways and navigates uncertainty. Do I wish I had the expertise to do the investing and the tax, retirement and estate planning myself? Yes. But I recognize I do not and I put my trust in Carson Wealth to do it for me.
Carole Smith
My wife and I have been with Carson since the beginning of the year and the reason we switched from our previous broker is because we were looking for somebody that could take us to the next step further into our retirement and someone that can handle the complexity of our financial situation, Carson Wealth thus far has come through with rave reviews on my part due to their attention to detail and broad scope of abilities to help us not only from a financial investment perspective, but also from a tax harvesting perspective and estate management. Though we always tell them, they’re on double Secret probation, thus far I see no reason to delay get involved with allowing them to help you with your financial situation
Scott Hirsh
Neal McGath of Carson Wealth Management has assisted and guided us in our financial planning for nearly 20 years. During this period of time the U. S. economy has experienced turbulent times , from periods of outstanding growth to times of near “recession”. Having first assessed our level of “risk tolerance”, Neal and his staff have successfully navigated us through
out the past twenty years ,enabling us to move smoothly from our employment years to our more relaxing retirement years.
With a staff of CFP’s, CPA’s, lawyers and other credentialed professionals , Neal and his staff
provide us with the comfort of knowing that the plans for ourselves , our family and the charities that are important to us ,are being professionally
guided and balanced against an ever changing economic climate. For that , we are appreciative.
Services are provided in a highly ethical , trusted
and professional manner .
Fees are commensurate with the result achieved, and are clearly laid out. Our experience with Neal and his team has been very favorable , and we recommend them without reservation
Peter and Amy Molinaro
Peter Molinaro
As a seasoned and active investor, I have been engaged in managing my own investments for decades. The older I got, the more complex the world became and I realized that I could not personally achieve what an experienced and knowledgable team could. There are too many competencies that I would have to be expert in, and personally staying up to date with. It suddenly became clear that I needed an experienced Team to take the reins... I researched and interviewed multiple organizations and individuals who I am sure were competent - just not for me. I even tried a few - and while my portfolio increased, I was just a number. I was looking for a wide range of skills, knowledge, and competencies, and a team that gave me an edge in an ever-changing investment landscape, BUT who also knew my name and was invested in me.
I have been with Carson for several years now and continue to be impressed by the dynamic nature of the team. Neal continues to increase the size and capabilities of his organization, and clearly understands the 'Big Picture'. I am also impressed by the personal engagement and obvious care that the Carson team takes with my current situation and they are tenacious about helping me achieve my financial goals. This has been a solid move for me (and my portfolio)... I highly recommend Carson Wealth!!
James Berry
Carson has been my financial advisor for nearly a year now, and I've been delighted by their comprehensive approach to wealth management. Truely a one-stop shop for my financial needs. Neal McGrath, managing director in the Pittsburgh Office, provides video newsletters offering commentary on the market and a perspective on current events impacting investment decisions. Neal and his team demonstrate a well-earned confidence built on years of experience that in turn gives me confidence in the investment strategies that they deploy to protect my financial wellbeing. I want to give a shout out to John McGowan for his attention to my inquiries and to my personal financial goals. Kudos to the entire Carson team in Pittsburgh!
TR Trempus
Almost 20 years ago my husband told me about a financial planner who came to his company and impressed him so much that we quickly invested with him. His name is Neal McGrath, and that was the best decision we made. Throughout the years he has provided sound financial advice, but it wasn’t until recently that I realized how much of a help he truly is. My husband unexpectedly passed away a few years ago and I was at a loss as to how to handle finances and retirement. Neal was able to transfer all of our assets into one place and recommend reliable individuals to assist with income tax preparation, will planning, and long term insurance. He even suggested a handyman.

Neal shows his care for his clients by connecting in a personable and warm hearted manner. I have peace of mind knowing that he and his staff are there for me.

Diane Vaughan
My wife and I have been with Neal and his staff for a couple of years. The quality of care and wisdom that they bring to the table is appreciated. Financial well being is their high concern but empowering the quality of their clients' lives is their goal. We came to Neal because of his financial skills but we have also gained friendship and a sense of family with all his staff. These folks are the real deal.
(10/10/2025)
Everything I wrote above still holds true. I wanted to add a particular point concerning Neal’s quarterly videos which he sends out to his clients. These brief videos are really helpful in informing me what is happening in the financial world and how Neal and his staff are responding. I talk with friends who work with other companies and they are surprised and a bit envious of the level of care and information I receive on a regular basis. Maybe one day they will turn their envy into action and come to experience the level of service and partnership I receive from Neal and his staff.
Kevin Clementson
The only reason I went to hear Neal's original presentation was because of the free lunch at the Hydeholde Restaurant. It turned out to be an extremely fortunate turn of events. In one presentation Neal explained how a complete approach combining tax and investment strategies could provide a much bigger payback than either alone. Up to then the financial advisers we had had made decisions independent of the tax ramifications and seemed to always be pushing the insurance or investment du jour. After hearing the original presentation we had a couple of meetings with Neal, as he has a no pressure approach with potential clients, before signing on board. It was a great decision. He has helped us tremendously. He is always available to his clients. I don't think I can express how much he has helped my wife and I in just a short review. If you are looking for a financial advisor I would highly suggest you give him an opportunity to tell you what he can do for you.
Jeffrey Stewart
My Wife and I have been with Neal and his staff for 5 +years and are extremely happy. We had previously worked with 2 other firms and had interviewed several others but had not found one that was willing to work with us and our tax and estate planing people. We discovered Neal at a seminar he hosted at our local libraryand were very interested in his holistic approach to investing, taxes, social security, and estate planing as a complete financial package. During our years with him he has been most helpful in giving my wife a greater understanding of our finances and a clearer picture of what we are able to pursue in our retirement. He also proved quite helpful when our tax accountant retired by suggesting several with whom he had previous working relationships. Neal and his staff have become trusted advisors and good friends; we are happy to give them our hearty endorsement.
Peter Cady
We have been working with Neal and John and the team here in Pittsburgh for more than 4 years. That doesn't sound like very long, but in our lives, it covers my husband's retirement, my decision to retire, searching for, building and moving into a new home, as well as two separate and unexpected times we needed to purchase a new car....busy years! It can be terrifying to spend so much money all at once, but the team kept us calm, on track, and were genuinely interested in us, not just our situations. I met Neal when he spoke at Northland Library years ago, and remembered his gentle spirit and enthusiasm, a great combination. The entire team is welcoming and encouraging to all their clients. On our first individual meeting, Neal suggested strategies for retirement savings and financial planning that aligned with our values. Plus, he and John have knowledge and insights about possible new investments that wouldn't have occurred to us, or that we would not have had access to, on our own. We are in capable, caring hands here at Carson Wealth.
Wendy Tuell

CWM, LLC and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experiene. No compensation was provided directly or indirectly to the client in exchange for the testimonial received. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling, and typing edits. Testimonials are reviewed for authenticity prior to use.

We are local to the Pittsburgh area and are active within the community – from hosting career day events, to sponsoring charities, to supporting our local sports team. We’re a family – we’ll do our best to ensure we are your last financial advisor.

 

Please call or text to set up a visit at either of our two locations!

1 Bigelow Square 20th Floor
Pittsburgh, PA 15219
Local: (412) 904-2017
Text: (412) 900-4566

7418 Brighton Road
Ben Avon, Pennsylvania 15202
Local: (412) 904-2017
Text: (412) 900-4566

MEET THE TEAM

Our Advisors

James Kampetis

CFP®
Wealth Advisor, Office Manager

Neal McGrath

AIF®
Managing Partner, Wealth Advisor

John McGowan

CFA®, MBA
Wealth Advisor

John Graves

CFP®, ESQ
Wealth Advisor

Lindsay Graves

ESQ
Wealth Advisor

Nicole Szakos

Wealth Advisor

Brad Shermeto

CPA, CFP®
Wealth Advisor

Mario Riccadonna

CFP®, EA
Wealth Advisor
Meet Our Whole Team
Our Accolades

Best-in-State Wealth Advisors 2026

250 Advisors to Watch – RIAs

Top Financial Professionals in the USA 2026

Resources

Living in Retirement: A Guide to Maintaining Financial Health and Independence in Retirement
A Guide to Maintaining Financial Health & Independence in Retirement
Download Guide
Estate Planning Simplified
Estate Planning Simplified: Understanding Wills and Trusts
Download Guide
Cross-Generational Planning: Connecting with your Millennial Children
Cross-Generational Planning: Connecting with your Millennial Children
Download Guide

HOW FAR ARE YOU

From Being Ready for Retirement?

Find Out Now

Primary Service Areas:
Pittsburgh, Ben Avon Heights, Bethel Park, Cranberry Township, Edgeworth, Findlay, Fox Chapel, Franklin Park, Jefferson Hills, Marshall, McMurray, Mt. Lebanon, Murrysville, O’Hara Township, Peters Township, Pine Township, Robinson, Seven Fields, Sewickley, Sewickley Heights, South Fayette, Upper St. Clair and more.

Disclosures:

Forbes Best-in-State Wealth Advisor: Awarded to Neal McGrath for 2022, 2024-2026. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Selections are made based on pre-determined thresholds and acceptable compliance records. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 2026 research summary as of as of January 2026: 51,065 nominations received, 25,302 telephone interviews – 6,702 in-person interviews at Advisor’s location, and 1,553 web-based interviews. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using this award. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

InvestmentNews Top Financial Professionals in the USA awarded to Neal McGrath for 2026. InvestmentNews conducted an online nomination process, only professionals who were formally nominated were considered for the 2026 list. The 100 winning financial professionals were evaluated by InvestmentNews and ranked by weighted calculations of 1) total 2025 AUM (50% weighting) 2) AUM growth (25% weighting), and 3) client growth (25% weighting) from August 2024 through August 2025. Nominees were placed on the list based on their final composite ranking. InvestmentNews did not receive a fee in exchange nomination or consideration for this recognition. Listing for this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Awarded June 2025, using data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24. The methodology used for this rating was based solely on factors unrelated to the quality of investment advice provided by CWM, LLC (such as assets under management and other quantitative criteria). No compensation was provided in connection with or in exchange for placement on this rating. Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results. This recognition should not be construed as an endorsement of the advisor by any client. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.