Senior Wealth Management, LLC

at 555 Grant Street, Suite 317, Pittsburgh , 15219 United States

1. Estate Planning
2. Financial Planning
3. Bank/Financial Service

Senior Wealth Management, LLC is an independent investment advisory firm specializing in multi-generational financial planning and institutional investment management. We assist families and institutions in accumulating, preserving and distributing wealth

Description

Andy "Hirsh" Dlinn CSA, President of the Senior Wealth Management LLC Pittsburgh, PA office, and Senor Portfolio Manager, has been a financial advisor since 1993. About his business today, Andy says, "I ask my clients to allow me to be their guide as they try to achieve their financial goals. My "Strategic Wealth Management" process was designed to help them face the financial challenges of educating children, reducing taxes, arranging a comfortable retirement and developing an estate plan that preserves what they have achieved for future generations." Andy received his Certificate in Portfolio Strategies in 2002 and his Certified Senior Advisor (CSA) designation in 2005 Andy graduated from the University of South Carolina with a bachelor's degree in physics. He went on to achieve a master's degree in mass communications with a 3.8 GPA at the same school. From 1974 to 1978, Andy served as a commissioned officer in the United States Navy. In 1979, he was a public affairs officer in the United States Naval Reserve and retired in 1995. Among his many honors and awards, Andy received the Marjorie S. Eiseman Community Leadership Award. He has also received the Prudential Securities Community Champions Award for four consecutive years. Andy is a graduate of Leadership Pittsburgh and serves as a Pittsburgh Regional Champion as the city's advocate whenever called upon. He stays active in his local synagogue and is married with six wonderful children. Securities and advisory services offered through Capital Guardian, LLC, Member FINRA/SIPC. Capital Guardian, LLC is an FINRA registered securities broker-dealer and SEC Registered Investment Advisor. This website is published in the United States for residents of the United States . Capital Guardian, LLC is a member of the Securities Investor Protection Corporation (SIPC). Capital Guardian, LLC professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Capital Guardian, LLC office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your Capital Guardian, LLC investment professional. Capital Guardian, LLC is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.

Opening time

• Mondays: 09:30- 16:30
• Tuesdays: 09:30- 16:30
• Wednesdays: 09:30- 16:30
• Thursdays: 09:30- 16:30
• Fridays: 09:30- 15:00

Company Rating

230 FB users likes Senior Wealth Management, LLC, set it to 4 position in Likes Rating for Pittsburgh, Pennsylvania in Bank/Financial Service category

Summary

Senior Wealth Management, LLC is Pittsburgh based place and this enity listed in Estate Planning category. Located at 555 Grant Street, Suite 317 PA 15219. Contact phone number of Senior Wealth Management, LLC: (412) 562-9990