Wealth Management
Tax Firm
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See If We’re a Fit

Who We Serve

See If We’re a Fit

Tailored Guidance for Affluent Families, Entrepreneurs, and Professionals in Pittsburgh

At Three Cord True Wealth Management, we know your financial journey doesn’t fit neatly into a one-size-fits-all solution. Our clients come to us because they’ve worked hard, built meaningful wealth, and now want a professional partner to help them manage the complexity that comes with success. Whether you’re preparing for retirement, navigating a business transition, or balancing the tax impact of high income, we serve as the steady hand that brings clarity, confidence, and strategy to every decision.

The Challenges Affluent Families Face

Even successful households in Pittsburgh often encounter challenges that require more than a portfolio review—they demand a holistic financial advisor who understands how each decision impacts the bigger picture.
  • Complexity in wealth management — Multiple accounts, investment strategies, and tax considerations create confusion without coordination.
  • Missed opportunities in tax planning — High income can quickly erode wealth if not strategically managed with proactive planning.
  • Lack of integration — Financial advisors, accountants, and attorneys often operate in silos, leaving families without a unified plan.
  • Uncertainty about legacy — Questions about how to pass wealth to children and grandchildren while maintaining family values.

Who We Serve Best

While every client is unique, those who benefit most from our approach often include.

High-income professionals and families seeking integrated planning beyond investment returns.

Business owners and entrepreneurs who want to transition or grow while minimizing tax impact.

Retirees and pre-retirees who need confidence that their wealth will sustain their lifestyle and legacy.
Executives with complex compensation plans such as stock options, restricted stock, or performance bonuses.
Families with $1M+ in investable assets or $350K+ in annual income who want a comprehensive partner for financial, tax, and estate planning.
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