238 Poplar St. Monroeville, PA

Your Wealth, Our Expertise

Guiding Your Wealth Toward a Secure Future

We provide personalized wealth management and financial planning services to help you grow, protect, and optimize your financial success

Our Services

Tailored solutions to help you achieve your financial goals. Explore our comprehensive range of services designed to grow, protect, and optimize your wealth.

Retirement Planning

Plan for the retirement you’ve always dreamed of. We help you develop a tailored strategy to ensure financial security and peace of mind in your golden years.

Investment Management

Maximize your investments with our expert guidance. We create customized portfolios designed to grow your wealth while managing risk.

Estate Planning

Protect your legacy and provide for your loved ones. Our estate planning services ensure your assets are distributed according to your wishes.

Insurance Review

Ensure you have the right coverage to safeguard your future. We analyze your insurance needs to provide comprehensive protection for you and your family.

Personalized Wealth Solutions for Your Peace of Mind

At Pleso Capital Group, we take the complexity out of financial planning and wealth management. Our tailored strategies help you achieve your goals, protect your assets, and enjoy financial freedom—without the stress.

Why Work With Us

Personalized Financial Strategies

We tailor every financial plan to your unique needs, helping you achieve your goals efficiently and effectively.

Fee-Only Transparency

Our fee-only structure ensures that our advice is unbiased and in your best interest, with no hidden agendas.

Comprehensive Wealth Management

From retirement planning to tax strategies, we provide a full range of services to grow and protect your wealth.

Holistic Financial Planning

We provide tailored, holistic financial planning to manage investments, optimize taxes, and secure your financial future.

Serving Pittsburgh and Beyond

As a trusted, Monroeville-based firm, we proudly serve clients across Pittsburgh and the surrounding areas. Our local roots allow us to understand the unique needs of our community, while our expertise enables us to deliver world-class financial solutions. Wherever you are in your financial journey, we’re here to help you succeed.

Client Testimonials

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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
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Our Blog

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