Broker Check

1800 Main Street
Southpointe Town Center - Suite 210
Canonsburg, PA 15317

BenchMark Wealth Management

(724) 743-7900

BenchMark Wealth Management BenchMark Wealth Management BenchMark Wealth Management

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.

Helpful Content

Comparing Investments

Comparing Investments

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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

 

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Learn how the review process works and how it may help you better understand your Life Insurance.

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Best-Performing Asset Classes

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Roth 401(k) vs. Traditional 401(k)

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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Savvy investors take the time to separate emotion from fact.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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