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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
June 01, 2008 at 04:00 AM
436 Seventh Avenue
Pittsburgh, Pennsylvania 15219
Telephone: 412-227-2800
Year firm founded: 1994
Number of planners: Six (all CFPs)
Number of clients: 350 households
Assets under management: $950 million
Compensation: Fee-based
Broker/dealer: Commonwealth Financial
David B. Root, Jr., CEO
E-mail: [email protected]
Previous incarnations: President, Bill Few & Associates; Muhlenkamp and Company; president of the Pittsburgh Hornets – AAA Hockey Association
Education: University of Michigan
Professional designation: CFP
Interests: director of finance for Asian American Institute for Research and Education (ASIAM); member of the President’s Council for the Pittsburgh Theological Seminary
Carrie Coghill Kuntz, president
E-mail: [email protected]
Previous incarnations: Shearson Lehman Brothers; Butcher & Singer, Inc.; Bill Few Associates
Education: Robert Morris University, concentrating in finance and organizational studies
Publications: The Newlyweds’ Guide to Investing & Personal Finance and What’s Your Investing IQ (author) and Getting Started in 401(k) Investing (contributor)
Professional designation: CFP
Interests: past president of the Pittsburgh chapter of the Financial Planning Association; named to Barron’s Top 100 Financial Advisers (2005, 2006, 2007)
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