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At Justabout Wealth … WE ARE JUST ABOUT YOUR WEALTH — Striving to help you grow it , protect it , maintain it , and enjoy it .
If you are looking for an expert in all facets of financial planning AND a genuine people person , you must meet David Hoffmann . He and his team are all about client interaction and less about the “ cookie cutter ” approach . While his business is in the financial planning and investment field , it is built on expertise , trust , and personal relationships . David ’ s secret sauce is getting results for his clients while he builds a relationship with them . Because his business is almost entirely fee based , it puts him on the same side of the game with his clients . When they make money , he makes money .
Justabout Wealth Management ’ s team ties financial planning together with the investment side , and so much more ! They consider everything from your mortgage rate to your taxes to your insurances to ensure that all are in good order . In addition to working with individuals and families , Justabout Wealth advisors work with companies to help with their retirement plan needs . Each member has certain specialties in financial planning . They have been recognized through many awards given locally to top advisory firms .
David has had great success in growing his business and bringing on new clients . In 2022 , financial advisor Brian Cartier , CFP ® joined the team and David is looking for more advisors to be part of the firm . Brian has seven years of experience in the industry , and his specialty is in the comprehensive financial planning process . He earned his Certified Financial Planner™ certification in 2019 and is fully securities licensed .
Justabout Wealth is very active in the community and genuinely cares . This is evidenced by the many charitable
causes in which David and the team participate . He is very active in his church , Christ United Methodist , River City Brass Band , Rotary Club of Pittsburgh , and several youth organizations in Peters Township . In August of
2021 , Anthony Isaac Cook , David and Michelle ’ s nephew , passed away at the age of 16 from cancer . David ’ s sister , Diana , and her husband , Bilal — along with the family and some friends — decided to start a charitable foundation in Tony ’ s honor . David is the VP of Tonystrong Foundation . To learn more , go to tonystrong . org .
All of the team members of Justabout Wealth Management are experts in the financial planning industry but they don ’ t stop there . They truly care about their clients and are active in the community , giving back in a variety of ways .
If you are looking for a financial planner who puts relationships first and customizes services to meet every client ’ s personal needs , call David Hoffmann .
For more information on Justabout Wealth Management , including services available , go to the website at justaboutwealth . com ( for families and individuals ) or justaboutretirement . com ( for company retirement plans ). You can also call to schedule a consultation at 724.754.1440 . Justabout Wealth is located at 375 Southpointe Boulevard , Suite 360 , Canonsburg , PA 15317 .
Securities offered through Triad Advisors , Member FINRA / SIPC . Advisory Services offered through Triad Hybrid Solutions LLC , a registered investment advisor . Justabout Wealth Management LLC and Triad Advisors , LLC are not affiliated .
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