Carson Wealth of Pittsburgh

Carson Wealth of Pittsburgh is a financial planner in Pittsburgh, PA, located at 1 Bigelow Square, 20th Floor. The firm provides wealth management, financial planning, and retirement planning services to individuals, entrepreneurs, executives, and multi-generational families. The business holds a rating of 4.90 based on customer reviews.

For over 25 years, the team has served Pittsburgh and surrounding areas including Ben Avon Heights, Bethel Park, Cranberry Township, Edgeworth, Findlay, Fox Chapel, Franklin Park, Jefferson Hills, Marshall, McMurray, Mt. Lebanon, Murrysville, O’Hara Township, Peters Township, Pine Township, Robinson, Seven Fields, Sewickley, Sewickley Heights, South Fayette, and Upper St. Clair. The office is led by Managing Partner Neal McGrath, who is a Forbes Best-In-State Wealth Advisor for 2022 and 2024-2026 and an InvestmentNews Top Financial Professional in the USA for 2026. McGrath holds the AIF®, CRPC®, and AAMS® designations and is a member of the Financial Planning Association. He lives in Pittsburgh with his wife Anne, an estate planning attorney, and their three children.

The local team includes CPAs, CFPs, CFAs, and JDs working together on investment, tax, and financial decisions. Wealth advisors include James Kampetis, John McGowan, John Graves, Lindsay Graves, Nicole Szakos, Brad Shermeto, and Mario Riccadonna. Client services are supported by Heather McGrath and Anthony Snyder. The investment team features Ryan Detrick, Sonu Varghese, Mike Lawrence, Grant Engelbart, and Barry Gilbert. Advanced solutions include tax planning by Debra Taylor, Matt Lewis, Patrick Carter, and Beth Schanou, and wealth planning by Jon Fuller, Michael Barczak, and Josh Ream. Services cover customized financial plans, integrated risk management, educational savings, estate planning, and tax-smart strategies for business owners, including exit and succession planning. The firm also assists with equity compensation, trust strategy, and life changes such as divorce or career transitions.

The business is known for its positive rating from the customers who have reviewed it. Carson Wealth of Pittsburgh combines its team of financial experts with a deep understanding of the local community to help residents navigate their financial futures.

BizScoreAI awarded Carson Wealth of Pittsburgh a Technical score of 100 out of 100, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. The firm also received an Authority score of 75 out of 100, reflecting that the website clearly shows who is behind the business as a trust signal for AI assistants and search engines.

Services:

• Business & Risk Management
• Business Risk Management
• Estate Planning
• Financial Planning & Strategy
• Investment & Wealth Management
• Investment Management
• Private Client Services
• Tax Planning