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Master Your Wealth:
Building Your Financial Confidence

Master Your Wealth: Building Your Financial Confidence, On Demand.

Does talking about your finances stress you out?
Do more complex financial decisions keep you up at night?
Are you afraid of making the wrong financial decision?

Our popular webinar is now On-Demand.

Join our panel of financial advisors and learn:

  • How to gauge your financial confidence.
  • How to identify your strengths.
  • What actions you can take right now to build your financial confidence in the pursuit of your goals.


Brian Gongaware, CFP®
Director of Advisory Services

Ty Phillippi, CFP®, CeFT
Director of Wealth Management


Shelley Taylor, Family Business Consultant
Aspen Family Business Group and University of Pittsburgh Institute for Entrepreneurial Excellence

Let's Connect and Thrive