Family-Focused, Lifelong Wealth Management & Financial Planning
BenchMark Wealth Management is a team of five independent financial advisors who formed our firm with a single mission in mind: to provide lifelong financial guidance through relationships with families and business owners that span multiple generations. While our specialties and experiences are diverse, we all share a passion for helping others through financial planning.
We understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident about your financial future. As an independent firm comprised of a team of advisors with over 75 years of combined experience, we seek to address this concern by serving as a trusted resource on which you can rely for objective advice and unbiased recommendations. Upholding the highest level of ethics, we keep your best interest at the forefront of all decisions.
We aim to achieve this by utilizing a personalized, relationship-based process designed to clarify and prioritize your family’s goals and develop a customized strategy that will grow with you over the years. Offering comprehensive wealth management and financial planning, our services range from retirement and estate planning to investing and risk management. We tailor our process and services to each client’s unique circumstances and needs to provide a truly personalized experience.
Combing the services, resources, and reputation of a national firm with the individualized approach and family-oriented values of a community practice, we stand out from the standard wealth management firms. Based in Canonsburg, Pennsylvania, the majority of our clients reside in the greater Pittsburgh area, but we also serve families and businesses across the country.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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