Business Details
20 Years
experience
Trusted Financial Advisers in Pittsburgh, PA
Trebuchet Consulting is dedicated to helping clients identify and achieve strategic financial goals for themselves and their families. Our team of experienced professionals provides personalized solutions for both basic and complex financial needs, offering a comprehensive range of services designed to support asset accumulation, allocation, preservation, growth, and transfer. We work closely with business executives, professionals, retirees, and their families, ensuring our clients receive tailored investment strategies that align with their unique objectives. With decades of combined industry experience, our advisors are committed to proactive financial planning, utilizing advanced tools and industry expertise to navigate complex tax and investment landscapes. We prioritize open communication, encouraging clients to articulate specific goals that allow us to develop customized plans.Our approach integrates income tax planning, estate planning, and retirement strategies to optimize long-term outcomes. By maintaining an open architecture approach to investments, we provide access to top-tier products and professionals without limitations. We emphasize intergenerational harmony through effective asset transfer strategies while also supporting philanthropic planning. Our reputation for excellence is built on a foundation of client-centric service, ethical standards, and a commitment to staying ahead of evolving financial regulations. Clients trust us to guide them through life-changing financial decisions, ensuring their plans adapt to shifting personal and economic landscapes.
Services
Financial Planning
Wealth Management
Estate Planning
Income Tax Planning
Asset Allocation
Details
- Year established: 2006
Highlights and features
- We offer 38+ years of combined industry experience across our leadership team.
- Our open architecture approach provides access to top-tier investment products.
- We specialize in comprehensive tax and estate planning strategies.
- Our team includes SEC-registered advisors with advanced financial certifications.
- We maintain proactive communication to adapt plans to life-changing events.
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
- Certified Financial Planner (CFP)
Services
Financial Planning
Our financial planning service creates customized roadmaps to help clients achieve short- and long-term monetary goals. We analyze income streams, investment portfolios, and risk tolerance to develop actionable plans that address retirement, education funding, and major purchases. By integrating tax-efficient strategies and regular portfolio rebalancing, we ensure clients maintain financial stability through changing life circumstances.
Estate Planning
Estate planning ensures seamless asset distribution while minimizing tax liabilities. We implement trusts, wills, and legal structures to protect assets from litigation while facilitating intergenerational wealth transfer. Our approach coordinates beneficiary designations with philanthropic goals, utilizing charitable trusts and tax-deferred account strategies to align with clients' legacy objectives.
Asset Allocation
Asset allocation optimizes investment portfolios across multiple classes including stocks, bonds, and real estate. We tailor risk profiles based on time horizons and financial goals, employing quarterly rebalancing and life-event adjustments. This strategy reduces market volatility while maintaining growth potential through diversified investment vehicles.
Income Tax Planning
Our tax planning service navigates complex regulatory environments to minimize liabilities. We implement strategies for income deferral, tax-advantaged accounts, and charitable contributions while coordinating with estate plans. Regular updates ensure compliance with evolving tax codes and personal circumstances.
Wealth Management
Wealth management integrates financial planning with active portfolio management. We provide access to institutional-grade products and professionals while maintaining personalized service. Our SEC-registered advisors monitor market trends and economic indicators to optimize returns within clients' risk parameters through continuous strategy refinement.
People
John P. Krolikowski
Founder
With 38 years of experience, John founded Trebuchet Consulting in 2006. A Duquesne University graduate with economics and law degrees, he holds Series 7, 63, and 65 licenses and serves on the PA/MD Bar Association.
Mitchell R. Mosgrove
Certified Financial Planner
Mitchell joined in 2015 with 7 years of experience. He earned a finance degree from the University of Pittsburgh and holds Pennsylvania insurance licenses, specializing in comprehensive financial planning.
Zachary A. Zimmer
Certified Financial Planner
Zachary joined in 2016 after completing Duquesne University's Executive Certificate in Financial Planning. He specializes in integrated health finance solutions and holds dual business management certifications.
Steven J. Miller
Senior Advisor
Steven has 32 years of experience since joining in 2008. A Geneva College and Duquesne Law graduate, he holds Series 7, 63, and 65 licenses and focuses on legal-compliant financial strategies.
Elizabeth A. Peer
Legal Specialist
Elizabeth joined in 2012 with 18 years of experience. She holds a Juris Doctorate from Duquesne University and specializes in legal entity structures for asset protection and estate planning.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering asset accumulation, tax strategies, estate planning, retirement preparation, and intergenerational wealth transfer tailored to individual client needs.
How do you work with clients across the United States?
Our digital platform enables nationwide service through secure online consultations, document sharing, and portfolio management tools while maintaining personalized advisor-client relationships.
What makes your estate planning different?
We combine legal entity structures with tax optimization strategies, focusing on asset protection from litigation while ensuring smooth intergenerational transfers aligned with philanthropic goals.
How do you handle tax planning?
We implement proactive strategies for income deferral, tax-advantaged accounts, and charitable contributions while continuously updating plans to reflect changing tax regulations and personal circumstances.
What investment approach do you use?
Our open architecture approach selects from industry-wide products, employing quarterly rebalancing and risk-profiled asset allocation to optimize returns within clients' specific risk tolerances.
