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Where Relationships Matter

194 West Main Street

Cortland, Ohio 44410

Phone 412.324.2654

Our Philosophy

Relationships are the most important part of our business. It is through our relationships that we take care of our clients, support and give back to the communities we serve, and give our employees and partners a great place to work. Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide to individuals, families, and business owners. Our clients can rely on us for unbiased recommendations, a disciplined investment approach, and education tailored to their questions.