Samantha Spitzer Sheetz, CFP®, CDFA®,WFAA

Director - Wealth Planning

412-221-4476

sspitzer@waldronpw.com

PA Pittsburgh

Connect on LinkedIn

Samantha can simplify your wealth

Samantha Spitzer Sheetz, <a href='https://www.waldronprivatewealth.com/disclosure-form-crs/'>CFP®, CDFA®</a>,WFAA photo

Samantha is an advisor to high-net-worth individuals and families, working to help them simplify financial complexity, preserve wealth, and achieve lasting goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®),Certified Divorce Financial Analyst® (CDFA®), and Whole Family Advisor® Associate (WFAA), she brings a deep skillset in estate planning, tax strategy, business succession, and investment management, she brings a deep skillset in estate planning, tax strategy, business succession, and investment management.

With a bachelor’s degree in finance from the University of Pittsburgh and a background that includes advisory roles at Raymond James and Goldman Sachs, Samantha developed a strategic approach to wealth management. Her work emphasizes thoughtful planning tailored to her clients’ unique circumstances.

Samantha serves as President of the Future Corporate Leaders board of the Pittsburgh Chapter of the Association for Corporate Growth (ACG) and is an active member of the University of Pittsburgh’s Institute for Entrepreneurial Excellence. She also co-hosts the Wealth Simplified podcast, where she breaks down complex financial topics to make them more accessible and actionable.

Samantha comes from a large Italian family and finds the greatest joy in sharing meals and meaningful conversations around the table. She resides in Oakdale, PA with her husband, Brady, their son, Quinn, and their loyal German Shepherd, Nala. In her free time, she enjoys working out, exploring Pittsburgh, and making memories with her three sisters.

Back to the Team

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Samantha's teammates

John J. Waldron photo

John J. Waldron

CEO & Founder

Matthew Helfrich, CFP® photo

Matthew Helfrich, CFP®

Partner & President

Michael Krol, CFP® photo

Michael Krol, CFP®

Partner & Head of Wealth Advisory

Benjamin M. Greenfeld, CFP® photo

Benjamin M. Greenfeld, CFP®

Partner & Chief Investment Officer

Robert H. Wyche, ATFA photo

Robert H. Wyche, ATFA

Partner & Managing Director

Joseph Palmieri, CFA photo

Joseph Palmieri, CFA

Partner & Managing Director - Family Office Services

Casey Robinson, CFP® photo

Casey Robinson, CFP®

Partner & Chief Planning Officer

Ali Swart, CFP® photo

Ali Swart, CFP®

Partner & Managing Director - Wealth Planning

Eric Vogt, CFP® photo

Eric Vogt, CFP®

Partner & Senior Wealth Strategist

Darcie Biancini photo

Darcie Biancini

Bill Pay Specialist - Family Office Services

Chris Brown photo

Chris Brown

Investment Associate

Noah Bushlow photo

Noah Bushlow

Investment Associate

Nick Colaizzi, CFP® photo

Nick Colaizzi, CFP®

Strategist - Investments

Chase D. Conti, CFP®, CAIA®, AWMA® photo

Chase D. Conti, CFP®, CAIA®, AWMA®

Director - Investments

Patrick Cortazzo, CFP®, ChFC®, CSLP® photo

Patrick Cortazzo, CFP®, ChFC®, CSLP®

Wealth Planning Analyst

Kelly Costello photo

Kelly Costello

Director - Wealth Planning

Madison Daggett, CFP® photo

Madison Daggett, CFP®

Senior Analyst - Investments

Ann Dugan photo

Ann Dugan

Family Enterprise Services

Nathaniel Ecoff, CFA photo

Nathaniel Ecoff, CFA

Managing Director - Investments

Patrick Ellsworth, CFA photo

Patrick Ellsworth, CFA

Strategist - Investments

Andrew Feldmann photo

Andrew Feldmann

Team Lead – Business Development

William A. Groom, CFP® photo

William A. Groom, CFP®

Strategist - Wealth Planning

Alex Hendrickson, CFP® photo

Alex Hendrickson, CFP®

Director - Investments

Chris Keller, CFP® photo

Chris Keller, CFP®

Team Lead - Client Service

Nicholas Koury, MBA, CFP® photo

Nicholas Koury, MBA, CFP®

Wealth Planning Analyst

Andrew Kuzemchak photo

Andrew Kuzemchak

Investment Analyst

Bob Mainello, CFP® photo

Bob Mainello, CFP®

Director - Investments

Spencer McKee, CFP® photo

Spencer McKee, CFP®

Wealth Planning Analyst

Brent Meilinger, CFP® photo

Brent Meilinger, CFP®

Investment Analyst

Aidan Mills photo

Aidan Mills

Wealth Planning Associate

Kaleigh Price, CFP®, ChSNC® photo

Kaleigh Price, CFP®, ChSNC®

Strategist - Wealth Planning

Wade Rashilla, CFA photo

Wade Rashilla, CFA

Senior Analyst - Investments

Brett Rees photo

Brett Rees

Managing Director - Wealth Consultant

Lynne Schultz photo

Lynne Schultz

Business Development Specialist

Kevin Searfoss, CFP®, CDFA®, BFA™ photo

Kevin Searfoss, CFP®, CDFA®, BFA™

Senior Wealth Strategist

Joel Sirota photo

Joel Sirota

Wealth Planning Associate

Jonathan Tobal photo

Jonathan Tobal

Senior Business Development Specialist – Marketing

Nick Urban, CFP®, CTFA, RFC®  photo

Nick Urban, CFP®, CTFA, RFC® 

Senior Analyst - Wealth Planning

Sarah Veverka photo

Sarah Veverka

Investment Associate

Jake Vranish, CFP® photo

Jake Vranish, CFP®

Wealth Planning Analyst

Bryan P. Waldron, CFP® photo

Bryan P. Waldron, CFP®

Director - Wealth Planning

Michael J. Waldron, CTFA photo

Michael J. Waldron, CTFA

Senior Analyst - Wealth Planning

Shea A. Waldron, CAP® photo

Shea A. Waldron, CAP®

Strategist - Family Office Services

Lindsay Wilcox, CFP®, CTFA, CHFC® photo

Lindsay Wilcox, CFP®, CTFA, CHFC®

Director- Wealth Planning

Insights from Samantha

To Trust or not to trust?
Read

To Trust or not to trust?

by Samantha Spitzer Sheetz, CFP®, CDFA®,WFAA

Wealth Management Insights to your inbox.

Sign up for our newsletter for exclusive insights into simplifying your wealth.