Business Details
21 Years
experience
Your Trusted Partner for Financial Planning and Retirement Solutions
At Networth Advisors, we specialize in transforming complex retirement challenges into straightforward solutions. With over two decades of experience serving the Pittsburgh region, our team of certified financial planners and investment advisors has built a reputation for fostering personal relationships and delivering tailored financial strategies. Our five-step Retirement GPS Processencompassing income, investment, tax, healthcare, and legacy planningensures clients receive comprehensive guidance tailored to their unique goals. Founded on principles of integrity and transparency, we prioritize client needs, combining industry expertise with a community-focused approach.Our advisors hold prestigious certifications, including CFP, CPA, and ChFC, reflecting our commitment to excellence. By continuously monitoring and adjusting financial plans, we empower clients to navigate retirement with confidence, knowing their strategies evolve alongside their needs. Our dedication to education through workshops, radio shows, and informative guides further underscores our mission to make financial planning accessible and actionable for every client.
Services
Income Planning
Investment Planning
Tax Planning
Healthcare Strategies
Legacy Planning
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of experience in retirement-specific financial planning.
- Our team includes CFP, CPA, and ChFC-certified advisors with industry expertise.
- We implement a proprietary five-step Retirement GPS Process for comprehensive planning.
- Our client-centric approach prioritizes personalized service and long-term relationships.
- We provide educational resources through workshops, radio shows, and financial guides.
Services
Income Planning
Our Income Planning service helps clients create sustainable cash flow during retirement. We analyze existing assets and design strategies using annuities and investment products to ensure financial stability over 25-30 years. This approach balances immediate needs with long-term growth potential while adapting to changing life circumstances.
Investment Planning
Investment Planning focuses on building and preserving wealth through diversified portfolios. We assess risk tolerance and market conditions to develop strategies that balance growth opportunities with protection against inflation and unexpected expenses, ensuring clients' financial resources align with their retirement timelines and goals.
Tax Planning
Tax Planning services help clients minimize tax liabilities in retirement. We develop strategies to manage taxable income streams, optimize withdrawal sequences, and implement tax-efficient investment vehicles, ensuring compliance while maximizing after-tax income for long-term financial security.
Healthcare Strategies
Our Healthcare Strategies address rising medical costs in retirement. We evaluate insurance options and long-term care solutions to protect assets from unexpected healthcare expenses, creating customized plans that balance coverage needs with budgetary constraints throughout retirement years.
Legacy Planning
Legacy Planning ensures clients' wishes are fulfilled through effective estate transfer strategies. We help establish life insurance policies and legal frameworks to preserve wealth for beneficiaries while minimizing tax implications, providing peace of mind for intergenerational financial security.
People
Beth Andrews
Founder
Beth Andrews, CPA and CFP, founded Networth Advisors in 2005 after 23 years in financial services. Author of 'Networth for Retirement' and host of The Networth Financial Hour radio show, she specializes in retirement planning for pre-retirees and retirees.
Amber Gillespie
Director of Client Services
Amber Gillespie leads client services with a background in banking and organizational leadership. She focuses on creating personalized experiences, ensuring clients feel integral to the Networth family through attentive support and relationship-building.
Matt D'Amico
Financial Advisor
Matt D'Amico, CFP, provides retirement planning expertise after gaining experience at major insurance firms. He specializes in simplifying complex financial decisions and co-authored 'Networth for Retirement: Mapping Out Your Journey'.
Ayden Hanes
Service Advisor
Ayden Hanes, CFP, joined Networth Advisors after banking experience at JPMorgan Chase. He focuses on helping families improve financial outcomes, holding FINRA Series 65 certification and an MBA from PennWest Clarion.
Jen Presto
Client Services Analyst
Jen Presto manages client services and compliance with an MBA in finance. Her 20+ years in financial analysis and solar power industries inform her approach to personalized client support and operational excellence.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning through our five-step Retirement GPS Process covering income, investment, tax, healthcare, and legacy planning tailored to individual needs.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners (CFP), Certified Public Accountants (CPA), and Chartered Financial Consultants (ChFC) with extensive industry experience.
How do you approach investment management?
We create diversified portfolios based on risk tolerance and retirement timelines, balancing growth opportunities with protection against market volatility and inflation.
Can you help with tax-efficient retirement income?
Yes, we develop strategies to optimize withdrawal sequences, implement tax-efficient investments, and minimize liabilities while maximizing after-tax income in retirement.
Do you offer educational resources for clients?
We provide workshops, financial guides, and a weekly radio show to educate clients on retirement planning, tax strategies, and wealth management best practices.
How are your planning services structured?
Our services follow a five-step process starting with needs assessment and continuing through implementation, with ongoing monitoring and adjustments throughout retirement.
Reviews (1)
G. W. Haas
Jan 06, 2020
Report
I am very pleased with the recommendations and the care of me, the person, that this group provides. I have recommended them to a number of colleagues.
