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We believe the best financial planning relationships start with a good conversation. Use the form below to share a little about yourself and what prompted you to reach out. This helps us prepare for a thoughtful, productive first discussion and determine whether we’re a good fit for one another.

Name

Phone

A Quick Check Before We Connect (Please check any statements that resonate with you)

I believe a long-term, disciplined financial planning process matters more than short-term market timing. I value working with a fiduciary advisor who puts my best interests first. I’m seeking an ongoing advisory relationship, not just a one-time review.

What prompted you to reach out today? (Select all that apply)

Retirement planning
Investment management
Tax planning or coordination
Estate or legacy planning
Major life transition (job change, inheritance, divorce, etc.)
Business owner planning
General financial guidance

Have you worked with a financial advisor before?

How did you hear about North River Wealth Advisors?

Anything else you’d like us to know before we connect?

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Stephen Blahovec
412-783-1781
steve@northriverwealth.com

Meet with Steve

Michael Rausch
412-783-1780
mike@northriverwealth.com

Meet with Mike

5800 Corporate Dr, Suite 300
Pittsburgh, PA 15237

Contact Us

Start a Conversation With North River Wealth Advisors