May 5, 2019 1 min read

• Waldron Private Wealth, an independent wealth management firm in South Fayette Township, was recently named one of the best small businesses of 2019 by Forbes. Waldron Private Wealth is one of just 25 Small Giants nationwide and the only financial adviser included in this year’s roster of recipients.

Forbes Small Giants honors companies that are privately owned, committed to being the best at what they do, provide stellar service to their customers and offer employees fulfilling and rewarding work. The Small Giants methodology includes taking a deep dive into company culture and mission, differentiation and innovation in the marketplace, commitment to employees and historical growth.

Waldron Private Wealth has always demonstrated a strong commitment to the company’s founding principles and strategic vision. Central to this approach is a key differentiator – maintaining a low client to staff ratio, currently better than 5 to 1. This ratio allows Waldron advisors to customize planning and investment solutions for each client’s unique situation.

Today, the firm employs 42 full-time team members and recently moved into a new office building to accommodate future growth. The company recently opened a satellite office in Washington, D.C., and plans to open another in Philadelphia next year.