We are Grant Butson, Liam Coghlan, and Harry Butson, financial professionals in Sewickley. Also pictured are Megan Bartlett, the Operations Manager for the Practice, and Anna Butson, Director of Client Relations and Marketing. Our team understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (412) 368-5929.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
*Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $10.2 billion in advisory assets and services through LPL Financial over $7.3 billion in brokerage assets as of March 31, 2022. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor and a separate entity from LPL Financial. All entities are separate and not affiliated with LPL Financial. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets, managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of Clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.