Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Joseph Rongaus

Senior Vice President–Wealth Management

Financial Advisor

CA Insurance License OC65579

Joe brings more than 35 years of experience in providing wealth management and investment solutions, including retirement planning and fixed income, equities and asset allocation strategies to family offices and small institutions, business owners, corporate executives and other professionals and their families.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
4000 Town Center
Canonsburg, PA 15317

Email Me

Carolyn Young

Senior Client Associate

Throughout Carolyn's 35 years of industry experience, her main focus is to bridge the gap between clients and their needs. Although she handle all of the administrative duties for the team, her strengths include personally interfacing with clients. She feels that truly knowing clients and their families helps the overall customer experience and improves the ability to deliver unique investment strategies.

4000 Town Center
Canonsburg, PA 15317

Email Me