Tomorrow Starts Today.
Financial Advisors Serving Pittsburgh and Beaver, PA Who Integrate Tax and Investment Strategy for Total Clarity
We help Pittsburgh area's most successful families, professionals, and retirees reduce taxes, simplify their finances, and retire with confidence — through a personalized plan built to last.
Why We’re Different
Most firms separate tax planning from investment advice. We don’t.
At Three Cord True Wealth Management, we bring both disciplines under one roof — because the right investment strategy means very little if it ignores the tax implications.
You’ll work with a team of credentialed professionals who actually listen, plan around your life, and walk with you through every phase of it.
What We Deliver
Clarity and Confidence
Gain clarity on your financial picture and confidently take the next steps with purpose and peace of mind.
Tax-Smart Investing
Values-Based Wealth
A Long-Term Relationship
Trust & Credentials
- Fiduciary, fee-based financial planning
- Serving clients since 1999
- Certified professionals: CFP®, CPA, CFA®, EA
- Based in Beaver County, serving clients across Pittsburgh and nationwide
- Specializing in integrated tax and wealth planning
Our Unique Process: True Wealth BlueprintTM
This isn’t just a one-time plan — it’s an ongoing relationship.
Discovery Call
Share your goals and concerns — we’ll listen and understand what matters most to you.
The True Wealth BlueprintTM
Receive a personalized, tax-smart strategy aligned with your goals, values, and financial priorities.
Implementation and Partnership
Our team puts your plan into motion and supports you with proactive guidance, year after year.
Real Results, Real People
Working with Vasili, Nick, and the Three Cord team has really taken a lot of stress off my shoulders, and I’d strongly recommend their services to anyone looking to improve their financial well-being. Incredibly consultative, personalized, and straightforward – no jargon; just practical and compassionate expertise to help you reach your goals. These guys are the real deal!
I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my children’s future education. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates.
I have had the privilege of working with the team that has become Three Cord Wealth Management for nearly 25 years, and I can say with confidence that their guidance and expertise have been excellent in helping me navigate every phase of my finances. From early planning and investment strategy, through market highs and lows, during retirement preparation and estate planning, they have consistently delivered expert advice and followed through with their commitment to my long-term success. I wholeheartedly recommend Three Cord.
Three Cord has been with us for 25 years — through college savings, retirement, rental property, and now widowhood. They remember everything, they never push, and they make me feel completely supported. They truly love what they do and treat you like people, not accounts.
These statements are testimonials by Three Cord clients as of 08/25/2025. The clients have not been paid or received any other compensation for making these statements. As a result, clients do not receive any material incentives or benefits for providing the testimonials.
What We Do
Comprehensive financial strategies tailored to every stage of life — integrated, proactive, and aligned with what matters most to you.
Who We Are
Meet the advisors and client success team dedicated to walking with you every step of the way.
Who We Serve
Tailored financial guidance for individuals and families with complex goals and significant wealth.
- High-income professionals and families
- Business owners and entrepreneurs
- Retirees and those planning for retirement
- Executives with complex compensation plans
- Clients with $1M+ in investable assets or $350k+ in annual income
- People who want one experienced partner for financial, tax, and legacy planning
Insights
Timely insights, experienced perspectives, and practical guidance to help you make informed financial decisions at every stage of life.
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How Pittsburgh’s Most Successful Individuals and Families Find the Right Financial Advisor
Key Highlights
- Integrated Planning with a Human Touch: For those with $1M+ in assets or $350K+ in income, finding a financial advisor in Pittsburgh isn’t about selling—it’s about solving.
- Tax and Wealth Strategy Under One Roof: The most effective financial advisors in Pittsburgh coordinate tax planning, investment management, and estate structuring in a single, personalized plan.
- Tailored Support Through Life’s Transitions: Whether it’s selling a business, retiring early, or navigating inheritance, you want a Pittsburgh financial advisor who’s seen it before—and helped clients through it.
- Values-Aligned Service: Pittsburgh’s most trusted financial advisors guide with empathy, clarity, and purpose—making the complex feel approachable.
A Quiet Truth Among Pittsburgh’s Affluent
What Sets Top Financial Advisors Apart in Pittsburgh
- Advanced tax planning that integrates with estate and investment strategy
- Small business and real estate coordination
- Support for aging parents and adult children
- Philanthropic guidance for charitable giving through trusts and donor-advised funds
- Executive compensation planning, including RSUs, ESPPs, and 10b5-1 plans
The difference is in how they deliver it—with patience, humility, and precision.
Why an Integrated Approach Matters More at This Level
When your income or assets reach a certain level, the cost of misalignment grows. A strong financial advisor in Pittsburgh doesn’t just give advice—they integrate:
- Tax strategy and investment allocation so gains aren’t offset by poor planning
- Risk mitigation and insurance reviews to avoid surprise liabilities
- Estate and legacy considerations that reflect family dynamics
This kind of planning happens not just on a spreadsheet, but in thoughtful, ongoing conversations.
Choosing the Right Fit—What to Look For
Here’s what the most successful Pittsburgh families say helps them feel confident in their financial advisor:
- A clear process and well-defined client experience
- Regular communication with both strategic updates and life check-ins
- Transparency on fees, services, and conflicts of interest
- A team approach—not a single point of failure
