With the desire to serve clients in an unbiased environment, a father-daughter-son team of financial advisors broke away from one of the largest brokerages on Wall Street to form an independent financial planning and investment firm. So begins the story of Botkin Family Wealth Management, a family-owned business dedicated to making a difference in your family’s life.
We specialize in showing you how to potentially turn your life savings into an income that can sustain you and your family throughout retirement. Hanging our own shingle was an important part of our mission because it has given us the independence to provide financial advice based only on your needs, not the needs of a large brokerage firm or its shareholders.
The Chartered Financial Analyst (CFA) charter is an investment credential that has been the global standard for embodying integrity, dedication and advanced skills for more than 60 years. No credential is as widely respected for its focus on investment expertise and performing in the client’s best interest.
For more information about the value of the CFA® charter, visit The CFA® Institute.
Les, Sara and Lester have been honored as Five Star Wealth Managers by Pittsburgh Magazine. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. For more information on the Five Star award, please visit www.fivestarprofessional.com.
Five Star Professional Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.