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Profile
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Personal approach to wealth management |
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Multigenerational relationships built on trust and experience |
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Independent, objective and unbiased |
Now that you have reached a certain level of success — through years of hard work, a gift or perhaps the sale of a business — you may be seeking the kind of guidance that only an experienced team of financial advisors can provide. To help you address the complex facets of wealth management, consider the following credentials:
We are led by John and Tim Whelan, brothers who have more than 55 years of combined investment consulting experience.
Both John and Tim hold their Certified Financial Planner™ certificate, a credential awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience and ethics requirements.
Our client services team, Senior Client Associates Barbara Jefferson and Margaret Shields, draw on nearly 35 years of client service and resolving client inquiries with the personal attention each client deserves.
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Areas of Focus
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Award Selection Process
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR0512-2157 05/15/12].
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Pittsburgh area (includes Allegheny, Beaver, Butler, Fayette, Washington, and Westmoreland counties in the state of Pennsylvania) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 9,700 wealth managers in the area. 1,863 award candidates in the Pittsburgh area were considered for the award, of which 493 were named 2012 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or PITTSBURGH MAGAZINE.
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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