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Hapanowicz & Associates Wealth Management

Headquartered in PITTSBURGH, PA

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Firm Information

Hapanowicz & Associates Wealth Management is a wealth management firm based in Pittsburgh, Pennsylvania, with over 497 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, and qualified retirement plans. The firm also offers educational seminars to help clients better understand their financial options. Hapanowicz & Associates Wealth Management is a registered investment advisor with the Securities and Exchange Commission.

Hapanowicz & Associates Wealth Management

301 GRANT STREET

PITTSBURGH, PA 15219

$497.45M

Assets Under Management

13

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Planning fees based on a percentage of client's income

Branch Locations (2)

HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT has a total of 2 branch locations across the country.
location

PITTSBURGH, PA

location

YOUNGSVILLE, NC

Advisors at Hapanowicz & Associates Wealth Management

View All 3 Advisors
Unclaimed
Robert Edwin Hapanowicz

RA

PITTSBURGH, PA

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Bernard Elwood Carter

CFA®, RA

PITTSBURGH, PA

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Christina Marie Simmonds

RA

PITTSBURGH, PA

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Unclaimed
Robert Charles Hapanowicz

RA

PITTSBURGH, PA

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Unclaimed
Dante Francis Sienko

RA

PITTSBURGH, PA

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Unclaimed
Ryan William Blodgett

RA

PITTSBURGH, PA

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Andrew Scott Barnes

CFP®, RA

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Disclosures

There are no public disclosures for Hapanowicz & Associates Wealth Management.

Frequently Asked Questions (8)

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