Charles Kolias - Wealth Manager

Charles Kolias - Wealth Manager Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Charles Kolias - Wealth Manager, Financial service, 1605 Carmody Court, Suite 101, Sewickley, PA.

07/23/2025

The One Big Beautiful Bill Act is the most comprehensive tax legislation since 2017 and it’s creating new opportunities and challenges for individuals and business owners alike.

In our latest blog, Chuck Zuzak, CFA®, CFP®, Director of Wealth Planning, breaks down what’s now permanent, what’s temporary, and what it all means for your financial strategy.

📘 Read the full analysis: https://hubs.la/Q03yct-l0

12/03/2024

As the year draws to a close, it’s the perfect time to align your charitable goals with your financial objectives. In our latest blog, we explore powerful charitable planning strategies that can help you maximize tax benefits and leave a lasting impact. Talk to your Wealth Manager today to create your personalized giving plan!

Read the full article here: https://hubs.la/Q02-7xZ_0

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1605 Carmody Court, Suite 101
Sewickley, PA
15143

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+17247196600

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