Wealth Management in Cranberry Township, PA
Cranberry Township is not in Allegheny County, and that catches people out more often than you would expect.
You are in Butler County, not Allegheny
Cranberry sits in Butler County. Your earned income tax is collected by a different agency than your colleagues in the city use, your property is assessed on a different county’s schedule, and your school district is Seneca Valley rather than anything Pittsburgh-based. The resident earned income tax is 1% — half to the township, half to the school district — and the township set its 2026 real estate millage at 15.75.
None of that is a problem. It is a reminder that “Pittsburgh” is a label covering four counties with four sets of rules, and that advice assembled for somebody in the city does not automatically transfer to an address off Route 228.
The thing that actually distinguishes a plan here
Cranberry has filled with people whose wealth arrives in complicated shapes — corporate executives with equity compensation, engineers and technical staff at the employers along the corridor, business owners who have built something substantial and now have a balance sheet that does not fit a template.
For that, the question is not which funds to buy. It is who decides.
Two managers, two theses, on purpose
Sit down with most advisors and you get their house view. The assets they like become your plan, whether or not you share the thesis. We built our wealth management differently: two independent managers rather than one in-house book, with genuinely different convictions.
- Bartolomeo Capital Group, working with New Edge Wealth, positioned for continued dollar devaluation — commodities, gold, silver, uranium and international equities. Their gold and silver positions are backed by physical metal rather than paper exposure.
- AMP Consulting, built around the momentum factor — the view that assets which have been winning tend to keep winning. Weighted toward AI, technology and industrials, with access to private markets and crypto ETFs.
Those two are not variations on a theme. They would disagree with each other in a room. That is the point: you get a considered allocation rather than whichever thesis your advisor happened to be trained in.
Alongside the portfolio
Equity compensation and concentrated stock need handling before they need investing — vesting schedules, concentration risk, and the question of what happens if your employer and your portfolio go down together. We coordinate that with tax planning, protection and the rest of the balance sheet rather than treating the brokerage account as the whole plan.
Worth a conversation?
A short consultation, no obligation, to see how your plan is actually being decided.
Investing involves risk, including possible loss of principal. Tax and millage figures change; confirm current rates with Cranberry Township and Butler County. Nothing here is tax or legal advice.