Mark Moretti, CFP® MedWealth Advisors
- 2328 Norton Rd, Pittsburgh, PA 15241
- (412) 498-5577
- http://www.medwealthadvisors.com/
About Mark Moretti, CFP®
Through honesty and the core value of Always Do the Right Thing, we strive to build a trusted relationship with each one of our clients. We pride ourselves on providing concierge level service and advice to help navigate through all of life’s various financial decisions.
Most advisors lead with investment selection and performance. We believe it’s critical to take the time to first understand you and your goals in order to gain a better understanding of your entire financial picture. This is similar to how a physician wouldn’t write a prescription without first understanding the patient’s history and symptoms.
Our focus is to add time back into your day, week, month, and year by not only acting as your family’s CFO but by also helping to implement time saving strategies and convenient meeting practices.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- HENRY (High Earners, Not Rich Yet)
- Medical Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Fee Options
- Monthly Fee: $120+/mo
- Quarterly Fee: $1250+/qtr
- Flat Fee: $450+/engagement
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
