Business Details
Your Trusted Partner for Wealth Simplification
Waldron Private Wealth is a boutique, independent wealth management firm dedicated to simplifying the complexities of wealth for high-net-worth individuals, families, and business owners. Founded on the principle of integrating all aspects of wealth management, we provide focused advice to streamline financial decisions and enhance clients' lives. Our team of credentialed advisors combines decades of experience with a personalized approach, offering services including investment management, tax planning, trust services, and concierge-level support. We prioritize long-term relationships, proactive service, and a low client-to-staff ratio to ensure tailored solutions. Waldron Private Wealth's expertise extends to business owner advisory, family enterprise services, and next-generation wealth education, addressing both financial and lifestyle needs.Our institutional-grade strategies are customized to align with clients' unique goals, risk profiles, and visions for the future. As fiduciaries, we maintain transparency, ethical standards, and compliance with regulatory requirements. Waldron Private Wealth Private Trust, a division of our firm, provides corporate trust services, while partnerships with unaffiliated insurance providers expand our risk management capabilities. Our mission is to harmonize financial aspects of clients' lives under a single strategic platform, enabling them to focus on personal and professional fulfillment. With offices in Bridgeville, Detroit, and Philadelphia, Waldron Private Wealth serves clients nationwide through a combination of local expertise and national resources.
Services
Wealth Management
Financial Planning
Investment Management
Tax Planning
Trust Services
Family Enterprise Services
Business Owner Advisory
Private Aviation Consulting
Risk Management
Personal CFO Services
Highlights and features
- We offer a boutique approach with a low client-to-staff ratio of 5:1.
- Our team includes CFPs, CPAs, CFAs, and specialized trust advisors.
- We provide integrated services spanning investment management, tax planning, and trust services.
- Our institutional-grade strategies are customized to individual risk profiles and goals.
- We maintain fiduciary standards with transparent compliance and ethical practices.
Associations and certifications
- SEC
Services
Wealth Management
Our wealth management services integrate investment strategies, tax planning, and trust services to create personalized financial roadmaps. We coordinate all aspects of high-net-worth financial lives, from retirement projections to business succession planning. With a focus on institutional-grade portfolio management and risk mitigation, we help clients achieve long-term objectives while maintaining liquidity and tax efficiency.
Trust Services
Waldron Private Wealth Private Trust offers fiduciary services including trust administration, offshore planning, and family limited partnerships. We specialize in complex estate structures like dynasty trusts and charitable entities, ensuring seamless wealth transfer across generations while maintaining compliance with evolving regulatory requirements.
Business Owner Advisory
We support business owners through all lifecycle stages, from entity structuring to exit strategies. Our services include valuation coordination, buy/sell agreement consulting, and succession planning to help entrepreneurs separate personal wealth from business assets while optimizing growth opportunities.
Family Enterprise Services
Our family enterprise solutions address wealth preservation through customized frameworks for family businesses and offices. We provide education programs, governance structures, and philanthropy strategies to help families maintain harmony and continuity across generations while protecting their legacy.
Personal CFO Services
Acting as a personal CFO, we manage complex financial ecosystems for high-net-worth clients. This includes coordinating multiple entity expenses, balance sheet management, and lifestyle services to simplify administrative tasks and optimize financial decision-making across all aspects of clients' lives.
People
Chase D. Conti
Wealth Advisor
Chase D. Conti, CFP, CAIA, AWMA, specializes in retirement planning and social security strategy. With over 15 years of experience, he helps clients navigate complex financial decisions and optimize long-term wealth outcomes.
Sarah Veverka
Certified Financial Planner
Sarah Veverka, CFP, focuses on cash flow management and investment strategies. She has contributed extensively to Waldron Private Wealth's educational content on financial planning and wealth accumulation for emerging affluent clients.
Lindsay Wilcox
Trust and Estate Specialist
Lindsay Wilcox, CFP, CTFA, CHFC, specializes in trust administration and estate tax planning. Her expertise includes complex trust structures and intergenerational wealth transfer strategies for ultra-high-net-worth families.
Michael Krol
Wealth Management Executive
Michael Krol, CFP, leads Waldron Private Wealth's mid-Atlantic expansion efforts. With a background in financial advisory leadership, he focuses on strategic growth and client relationship development across multiple service lines.
Kaleigh Price
Special Needs Trust Advisor
Kaleigh Price, CFP, ChSNC, specializes in special needs trust planning. She helps families create customized solutions that balance wealth protection with care provisions for dependents requiring lifelong support.
Questions
What services does Waldron offer for business owners?
We provide business owner advisory services including valuation coordination, succession planning, entity structuring, and pre-sale transaction planning.
How does Waldron approach family wealth management?
Our family enterprise services focus on multigenerational wealth preservation through stewardship frameworks, philanthropy guidance, and transition counseling.
What investment management strategies do you use?
We employ institutional-grade strategies with tactical asset allocation, manager selection, and performance reporting tailored to individual risk profiles.
Do you offer trust and estate planning services?
Yes, Waldron Private Trust provides corporate trust services including trust administration, offshore planning, and fiduciary representation.
How can I access Waldron's financial insights?
Subscribe to our newsletter for exclusive insights on wealth management, tax strategies, and retirement planning from our CFP professionals.
What makes Waldron different from other wealth firms?
Our boutique model combines a 5:1 client-to-staff ratio with multidisciplinary expertise across CFPs, CPAs, and trust specialists.
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Reviews (1)
Ronald Cypher Md
Nov 11, 2017
Report
Highly recommend. Very responsive and professional. Great team work and amazing communication with clients. They are excellent at working with families. Having had a bad experience with Heffren Tillotson and Wes Creese CPA, Waldron restored my faith that there are firms that really care.
