Neal McGrath, AIF

06/23/2026

✨ Behind every financial plan is a story.

For Jeana and Michael, having a plan means feeling confident about the future and focusing on what matters most today.

We’re honored to help our clients turn goals into action and uncertainty into confidence.

Thank you, Jeana and Michael, for sharing your story.

06/21/2026

Today, we honor all the fathers, grandfathers, and father figures who make a lasting impact. Wishing you a wonderful Father’s Day!

06/19/2026

🎬 We've reached the final episode of our Business Owner Series.

Throughout this series, we've explored the many financial decisions business owners face while building and growing their businesses. In this final conversation, Brad discusses an important topic that often gets overlooked: life after the sale.

Selling your business isn't the finish line—it's the start of a new chapter.

What happens after the transaction closes? How do you prepare for the tax implications of a sale? What does your lifestyle look like when you're no longer running the business every day? And how do you ensure the wealth you've created continues to support your goals for years to come?

In this episode, Brad shares insights on:
✔️ Tax planning before and after a business sale
✔️ Turning business equity into long-term financial security
✔️ Planning for your next chapter with intention
✔️ Managing the transition from business owner to what's next
✔️ Creating a lifestyle plan for the time and freedom you've gained

A successful exit strategy is about more than the sale itself—it's about preparing for the life you want to live afterward.

▶️ Watch the final episode of our Business Owner Series and start thinking about what comes next.

06/17/2026

The S&P 500 didn’t move much last week.

But that doesn’t mean the market was standing still.

While some big technology names cooled off, other areas of the market were holding up better than the headlines suggested.

For investors, that’s the part worth looking at more closely.

S&P 500 market breadth improves despite modest gains. Explore historic rally signals, Fed policy risks, and inflation trends.

06/16/2026

Family that flows together, grows together. 🧘‍♀️💛
Neal and his family spent the weekend at a family yoga class, and from the looks of it, they're already pros at tree pose! 🌳
Wellness isn't just about the body. It's about connection, too. 🙌

06/12/2026

It was great having Eliteprivatecare with us! 🙌
They support individuals and families during periods of increased demand, transition, or as part of an intentional approach to maintaining a well-functioning home, allowing daily life to continue with ease and fluidity.
So grateful for partners like this who help our clients and their families navigate life's transitions with confidence and care. 💛

06/12/2026

💼 Episode 6 of our Business Owner Series is here!

Did you know there are more than 14 million women-owned businesses in the United States?

Whether you're a business owner, the spouse of a business owner, or involved in a family business, your role plays an important part in shaping the future of both the business and the family behind it.

In this episode, Nicole French Szakos discusses the importance of planning ahead, protecting what you've worked hard to build, and creating a strategy that supports your goals for the future.

From business growth and succession planning to long-term financial stability, thoughtful planning can help turn today's success into a lasting legacy.

▶️ Watch now to learn how women can take an active role in protecting and growing the businesses they help lead.

06/11/2026

☀️ Summer in Pittsburgh just looks a little different from up here.

Blue skies, city views, and a reminder to take a moment to appreciate where you are and how far you've come.

We’re grateful to serve our clients in a city we’re proud to call home.

06/09/2026

Network. Learn. Grow. Watch the Cubs. ⚾🏙️
Our team just got back from the Carson Quarterly Partner Summit in Chicago — and we're fired up for what's ahead. 🔥
Better connections = better outcomes for our clients. Always.

06/05/2026

💼 Episode 5 of our Business Owner Series is here!

This week, John McGown, Wealth Advisor, shares insights on how business owners can think beyond day-to-day operations and focus on building long-term financial success.

As a business owner, your company is often one of your largest assets. Having a strategy that connects your business goals with your personal financial goals can help you create more opportunities, reduce uncertainty, and prepare for the future.

In this episode, John discusses the importance of thoughtful planning and how business owners can make informed decisions that support both their business and their wealth.

▶️ Watch now to learn how a strong financial strategy can help you protect what you've built and plan for what's next.