Business
In 1990, John Waldron had his “light bulb” moment. After working with a potential client to create a comprehensive tax, investment, and business restructuring strategy, John was asked by the client to execute the plan. There was only one problem. Regulations in place prohibited accounting firms from engaging in securities transactions on behalf of clients. Six months later, John left his Big Six accounting firm position to start his own private wealth management company. At the time, an independent fee-based investment management practice was a disruptive and cutting-edge concept. John’s entrepreneurial instincts were proven correct, and today, this business model is considered the gold standard in the industry.Over the past 30 years, Waldron Private Wealth has continued to innovate, expand, and lead in the wealth management marketplace. John has meticulously built a talented team of financial experts and investment professionals who hold credentials such as Certified Public Accountant, Chartered Financial Analyst, and Certified Financial Planner. Their areas of expertise are wide-ranging and include philanthropy, tax, estate planning, business consultation, investments, and real estate. Waldron Private Wealth has consistently received top rankings and recognition from sources such Barron’s, Financial Times, and Forbes. Recently, John authored his first book titled “The Entrepreneurial Journey: Navigating a Successful Path for Your Business, Family, and Future.”If you have any questions or if you’d like to chat, you can reach me at my contact info below. The purpose of this podcast is to share ideas, inspire action, and build a stronger small business community here in Pittsburgh. So please say hello, tell me what you think, and let me know how I’m doing. It means a ton!YOU CAN REACH ME AT:Website: https://www.proprietorsofpittsburgh.comInstagram: https://www.instagram.com/proprietorsofpittsburghpodcastFacebook: https://www.facebook.com/proprietorsofpittsburghpodcastLinkedIn: https://www.linkedin.com/in/darinvilanoPhone: 412-336-8247YOU CAN REACH JOHN WALDRON AT:Website: https://www.waldronprivatewealth.comFacebook: https://www.facebook.com/WaldronPWInstagram: https://www.instagram.com/waldronprivatewealthLinkedIn: https://www.linkedin.com/company/waldron-private-wealth