Waldron Wealth Management was founded in 1995 by John J. Waldron under the guiding principle that affluent families and individuals have complex and evolving financial lives that deserve a combination of sustained comprehensive wealth counseling and independent investment advice.

John had been serving high net worth families and individuals since 1983 and noticed that they were clearly underserved. They did not want disjointed financial planning and investment advice, but comprehensive cash flow, tax, estate, risk, business, and other family office services. Further, they wanted sound, independent advice that was not based on a firm's proprietary products or current investment trends but rather, geared to their individual financial and personal goals.

Presently, our firm serves around 90 client relationships and advises on about $1.8 billion of net worth. We believe in limiting the number of client engagements to ensure the quality and level of service that our clients require. We strongly believe in managed growth to preserve our level of attention to our clients and not merely for the sake of sheer growth.

Our philosophy at Waldron Wealth Management is based on the premise that all areas of one's financial life have complex relationships with each other. We discovered that most high net worth planning decisions involve careful tax planning, disciplined investment management, thorough estate planning and diligent cash flow management. As stewards of your financial well-being, our goal is to act as your family's CFO and adopt a 360º financial perspective to generate innovative client-centric solutions.

We utilize the multi-disciplinary talent of our team coupled with our process-driven methodology to address the inherent complexity in our client's financial picture. The main objective of our process is to educate our clients and free them from the anxiety of their financial matters and focus on what is really important to them. We believe in dynamic planning, where we continually monitor the changes in our client's lifestyle, movement of assets as well as tax law updates and market cycles and modify the planning strategy.

Waldron Wealth Management strongly believes that the relationships we develop are based on our integrity, trust and mutual respect in addition to the value we generate for our clients. Our relationships tend to transcend a single generation to often address 3 or more generations.