Waldron Private Wealth named one of America’s 25 best small companies


Oliver Cohen
Waldron Private Wealth

Bridgeville, Pa., May 2, 2019 – Waldron Private Wealth, an independent wealth management firm located just outside Pittsburgh, was recently named one of the best small businesses of 2019 by Forbes. Waldron is one of just 25 Small Giants nationwide and the only financial advisor included in this year’s roster of recipients.

“When I started the firm over two decades ago, I had two goals: establish a financial planning firm that looked beyond investment management and integrated every aspect of a client’s financial life, and to deliver consistently exceptional service to each client we work with” said John Waldron, CEO and Founder of Waldron Private Wealth. “Over the years, we’ve exemplified those founding principles in everything we do – from the way we onboard and work with clients, to the way we train and cultivate internal talent. It’s part of our DNA.”

Forbes Small Giants honors companies that are privately owned, committed to being the best at what they do, provide stellar service to their customers and offer employees fulfilling and rewarding work. The Small Giants methodology includes taking a deep dive into company culture and mission, differentiation and innovation in the marketplace, commitment to employees and historical growth.

“Our business and our world are always changing, and as we continue to grow and evolve as a company, our clients, partners, employees and friends are what make Waldron Private Wealth such a success,” Waldron said. “I’m immensely proud of my team for this achievement, and look forward to the road ahead.”

About Waldron Private Wealth
Waldron Private Wealth is a fiduciary wealth management firm that helps a select group of individuals and families to simplify the complexities of their wealth. We limit the number of our engagements so we can truly focus on each client we serve. Our approach is to understand the entirety of each client’s financial life, identifying and mitigating risks, leveraging opportunities and integrating all of the components into one coordinated strategy.

To learn more about Forbes Small Giants selection criteria, click here.

John Waldron

CEO & Founder

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