The Montgomery Grunwald Group - Baird Private Wealth Management

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The Montgomery Grunwald Group - Baird Private Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The Montgomery Grunwald Group - Baird Private Wealth Management, Financial planner, 121 Champion Way, Suite 200, Canonsburg, PA.

Our team is deeply rooted in using the MASTERPLAN® Process to create a customized and comprehensive financial plan to help you reach your financial goals; We are committed to working together with individuals and families by building lifelong relationships and financial confidence.

We are excited to share that Elizabeth Gladden has joined our team as an Associate Financial Advisor.Lizzie started her ...
10/30/2026

We are excited to share that Elizabeth Gladden has joined our team as an Associate Financial Advisor.

Lizzie started her career in Baird’s Financial Planning Department in January 2022 where she worked on hundreds of financial plans, assisted advisors with their planning needs, and earned her CFP(R) certification.

She will be an asset for our clients as we continue to help them navigate a complex financial world.

The Montgomery Grunwald Group now boasts 5 fully licensed professionals, 4 Certified Financial Planners, and 1 Chartered Financial Analyst.

We can’t wait to take our client service and expertise to the next level. Welcome to the team, Lizzie!

Our team had a special Saturday mornings at the Heart Walk honoring our Montgomery Grunwald Group teammate, Ray Tyson.Ra...
09/15/2026

Our team had a special Saturday mornings at the Heart Walk honoring our Montgomery Grunwald Group teammate, Ray Tyson.

Ray’s wife, Catherine, and his daughter, Addie, officially started the walk by cutting the ribbon at the starting line. Ray was a man that cared deeply about people and we were grateful to be together with many friends and colleagues in his memory.

Every walker who joined and every dollar raised means more people trained in CPR, more research, and more lifesaving moments.

It is with great sadness that The Montgomery Grunwald Group shares the passing of our former colleague and friend, Ray T...
07/15/2026

It is with great sadness that The Montgomery Grunwald Group shares the passing of our former colleague and friend, Ray Tyson.

Ray was a one of one financial advisor and person. “Caring for your clients” is something that gets thrown around a lot in our industry. This wasn’t just a cliché to him. He showed how much he cared for the families he worked with each day he came to the office. If Ray was your advisor, you were never simply a client; you were his friend.

Our thoughts are with Ray’s family during this difficult time. Details on arrangements can be found below.

Celebrate the life of Keith "Ray" Tyson and join others in sharing memories, stories, and condolences.

We are honored to be part of a free panel discussion at the Flourishing Future Readiness event where Adam Hubert will jo...
05/12/2026

We are honored to be part of a free panel discussion at the Flourishing Future Readiness event where Adam Hubert will join local experts to help answer common questions about preparing for the next chapter. No boring PowerPoints or hard sales pitches. Just a relaxed atmosphere with food and fun.

Flourishing Future: A Retirement Readiness Event

Date: June 2, 2026
Time: 5:30 - 7:30 PM
Location: Upper St. Clair Community and Recreation Center, 1551 Mayview Rd., Pittsburgh, PA 15241

The Flourish Group LLC

Sign up at the link below!

Get all the answers to your retirement questions at the FREE Flourishing Future Retirement Readiness Event in Upper St. Clair.

The Montgomery Grunwald Group was proud to sponsor March of Dimes and participate in yesterday’s charity walk at Highmar...
04/13/2026

The Montgomery Grunwald Group was proud to sponsor March of Dimes and participate in yesterday’s charity walk at Highmark Stadium in Pittsburgh.

It was an incredible event to support the health of moms, babies and families. We’re grateful to be part of such an important cause.

Sophie wants one of these chairs for her room now. Anyone know where we can get her one???

Address

121 Champion Way, Suite 200
Canonsburg, PA
15317

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14126331562

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