Waldron Private Wealth is a boutique, independent wealth management firm headquartered in Bridgeville, Pennsylvania. Established in 1995, the firm specializes in providing comprehensive financial services to high-net-worth individuals, families, and family offices across the United States. With over $2 billion in assets under management and a dedicated team of professionals, Waldron is committed to simplifying the complexities of significant wealth to enrich clients’ lives.

The Waldron Way

Waldron’s approach, known as “The Waldron Way,” emphasizes a collaborative partnership with clients. By aligning on personal finance goals, culture, and investment philosophy, the firm ensures that its tailored financial planning and investment advice add meaningful value to clients’ lives.

Comprehensive Services

Waldron offers a wide array of services designed to address the multifaceted needs of its clients:

• Private Wealth Services: Including financial planning, investment management, income tax planning, insurance, and asset protection.
• Trust and Estate Planning: Strategy development, structuring, implementation, and administration of various trust types.
• Family Office Services: Establishing family office governance, mission, vision, and compliance structures.
• Business Owner Advisory Services: Valuation coordination, business growth consulting, succession planning, and pre-business sale transaction planning.
• Next Generation Wealth Planning and Education: Comprehensive family education and transition counseling to prepare heirs for wealth stewardship.
• Women’s Wealth Advisory: Services tailored to the unique needs of women, including values-aligned wealth management and life transition services.

The GAP Process

Before formalizing any client relationship, Waldron engages prospective clients in the GAP Process—Gathering information, conducting an integrated Analysis, and presenting a preliminary planning Presentation. This thorough, no-obligation process allows both parties to assess compatibility and ensures that the firm’s services align with the client’s needs.

National Presence

While headquartered in Bridgeville, Pennsylvania, Waldron maintains additional offices in Plymouth, Michigan, and Wayne, Pennsylvania, serving clients nationwide.