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Pittsburgh, PA

One PPG Place, Suite 2420
Pittsburgh, PA 15222

412.391.0377

McMurray, PA

732 E McMurray Road
McMurray, PA 15317

724.271.8801

Sewickley, PA

1605 Carmody Court, Suite 101
Sewickley, PA 15143

724.719.6600

grove City, PA

115 Erie Street
Grove City, PA 16127

724.458.5233

Naples, FL

999 Vanderbilt Beach Road,
Suite 200, Naples, FL 34108

239.422.5410

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Latest Insight

Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits
Articles

Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits

by Nathan R. Garcia

MBA, CFP®, Wealth Manager

Many companies offer equity compensation programs to attract, motivate, and retain top talent while conserving cash and aligning the interests of the employees and shareholders. While these incentive programs provide a great benefit,...
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The Heart Behind Confluence Coats for Kids
Imagine That
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The Heart Behind Confluence Coats for Kids

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits…
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