6425 Living Place, Suite 200, Pittsburgh, Pennsylvania, 15206
Main:
(412) 204-6711
Alt:
(412) 307-0297
Toll Free:
(844) 660-9827
We help people get ahead in life financially.
Finance & Insurance > Financial Planning & Investments
We are a boutique private wealth management firm designed for first-gen tech pros who want to make a generational impact. We specialize in transforming wealth into impactful legacies. From equity comp, tax optimization, bespoke investment strategies, to estate and philanthropic planning, we ensure your financial decisions foster family prosperity and community enrichment. Partner with us for a future where your wealth creates lasting change.
Monday:
8:30am
to 5:00pm
Tuesday:
8:30am
to 5:00pm
Wednesday:
8:30am
to 5:00pm
Thursday:
8:30am
to 5:00pm
Friday:
8:30am
to 5:00pm
Twitter: @genonelegacy
Facebook: https://www.facebook.com/fmadvisors/
Instagram: https://www.instagram.com/genonelegacy
Tags: Pittsburgh fiduciary financial advisor, Pittsburgh Fee-only financial advisor, Financial planning, Investment management, Trusted advisor, Pittsburgh Financial Planner, Pittsburgh Financial Independence
Services: Comprehensive Financial Planning, Investment Management, Education financing strategies, Cash flow management strategies, Retirement strategies, Estate planning strategies, Debt payoff strategies, Big-ticket purchase (house, car, boat) strategies, Asset Allocation strategies, Investment planning, portfolio review or other accumulation strategies, Survivor income strategies, Disability income strategies, Long-term care strategies, Other risk management needs (excluding health, property/casualty other liability), Business planning needs, Charitable planning
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