MST Wealth Advisors in Pittsburgh, PA

MST Wealth Advisors, LLC, specializes in helping clients and their families thoughtfully invest for their long-term financial goals. Through an association with Valley Brook Capital Group, a registered investment adviser, we offer comprehensive, unbiased, and customized solutions focused on helping our clients protect and grow their wealth. It is our customized approach toward portfolio design that we feel distinguishes us from our peers. Since each client’s financial goals are unique, shouldn’t their solutions reflect that reality?

In order to deliver customized solutions, we have contracted with cutting edge technology companies such as Morningstar and MoneyGuidePro. These systems provide our advisors and clients with actionable insights to make informed, thoughtful decisions.

For asset custody,our firm uses Charles Schwab Institutional. This custodial relationship allows our clients to benefit from Charles Schwab’s open architecture, dedicated service team, and state-of-the-art technology. Clients will receive  regular statements from Charles Schwab Institutional and quarterly performance reports from MST Wealth Advisors, LLC.

Our Process

To develop a solid financial or investment plan, it is important to establish trust with your advisor so that you can feel comfortable articulating your needs, wants, and wishes. Our financial and investment planning process is:

• Establishing and defining the client relationship. At this point, you will determine the level of service required. A client asset management agreement will be completed. A copy of our ADV Part 2 is available for review under Forms, conveniently located at the bottom of the page. ADV forms give you detailed explanations regarding our company.
• Gathering data and defining goals. Together, we will define your needs, wants, and wishes.
• Analyzing and evaluating your financial status. This is where we start to put the plan together.
• Develop recommendations. We will explore options and the rationale for our decisions. At this stage, we will listen to any concerns you have and revise our recommendations based on your concerns.
• Implementing recommendations. 
• Monitoring. We will meet periodically to review progress and to make any necessary adjustments to our plan.

Our Services

• Portfolio management
• Education planning
• Estate plans
• Insurance reviews
• Retirement planning
• Wealth transfers
• Traditional and Roth IRAs
• 401(k) rollover

Forms

• Form ADV Part 2 
• Form CRS Document
• Discretionary Asset Management Services Agreement