Robert J. Spagiare

After 43 years in the financial services sector, my mission is to provide innovative and practical financial programs to create peace of mind and build a stress-free retirement for our valued clients. I work closely with clients to identify their needs, goals, and dreams, and then focus on customized solutions that help make those financial goals a reality. As an independent broker, I am able to select the financial products and funds that are the right fit for your unique needs.

Through years of experience and training, I have developed the ability to choose words and present them in an order which serves to de-complicate complex investments and concepts.

My areas of focus include pension plan design and implementation, using tax-efficient investment models for higher returns, retirement planning, advanced estate and legacy planning strategies, transferring long-term care expenses to third parties, and tax-free wealth transfer to families and beneficiaries.

With my proficiency, diligence, and experience, I have been recognized annually as a Five Star Wealth Manager in the greater Pittsburgh area, and my clients continually rate me highest in both service and overall satisfaction. Outside of work, I enjoy spending time with my wife, three adult children, and five grandchildren. I feel extremely fortunate to have my growing family all live within a mile of each other in Pittsburgh.

Robert J. Spagiare | Lindsey Wedner (ascentpgh.com)

_{California Insurance License #: 0D27044 Arkansas Insurance License #:625504}