See if We’re a Fit

At Three Cord True Wealth Management, we understand that the most effective wealth strategies blend tax planning with investment management. Serving Beaver County and the greater Pittsburgh area, our team of credentialed professionals—including CFP®, CPA, CFA®, and EA specialists—takes a holistic, fiduciary approach to your financial journey.

We deliver:

Why Choose Three Cord True Wealth Management

We combine deep expertise in both tax and investment planning under one roof—because effective wealth strategy demands alignment of both disciplines. Our team listens attentively, plans thoughtfully around your life, and stands by you through every chapter.
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Real Results, Real People

Working with Vasili, Nick, and the Three Cord team has really taken a lot of stress off my shoulders, and I’d strongly recommend their services to anyone looking to improve their financial well-being. Incredibly consultative, personalized, and straightforward – no jargon; just practical and compassionate expertise to help you reach your goals. These guys are the real deal!

— John Lowman
Long-term client, Pittsburgh

I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my children’s future education. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates.

— Brian
Long-term client, Pittsburgh

I have had the privilege of working with the team that has become Three Cord Wealth Management for nearly 25 years, and I can say with confidence that their guidance and expertise have been excellent in helping me navigate every phase of my finances. From early planning and investment strategy, through market highs and lows, during retirement preparation and estate planning, they have consistently delivered expert advice and followed through with their commitment to my long-term success. I wholeheartedly recommend Three Cord.

— Charles
Retired Engineer, Beaver County

These statements are testimonials by Three Cord clients as of 08/25/2025. The clients have not been paid or received any other compensation for making these statements. As a result, clients do not receive any material incentives or benefits for providing the testimonials.