Waldron Private Wealth, an independent wealth management firm located just outside Pittsburgh, was recently named one of the region’s best small businesses of 2020 by the Pittsburgh Post-Gazette’s Top Workplaces program. Waldron was ranked third out of 58 companies in the Small Business category, which is designated for companies employing between 50 and 149 people.
“Before you can even think about delivering top-tier service, you need top-tier talent,” said John Waldron, CEO and founder of Waldron Private Wealth. “This achievement is a true reflection of the dedicated team we have, and it means more coming during a such a difficult year. They work tirelessly to make Waldron a truly unique and dynamic workplace, whether we’re in the office or working remotely.”
For the 10th year, the Pittsburgh Post-Gazette has partnered with Philadelphia-based Energage to rank Greater Pittsburgh’s Top Workplaces. The process is based on a 24-question survey of employees who rate their workplace culture. Companies are then selected by Energage based on the survey responses, and winners are sorted based on size.
More than 15,000 employees submitted surveys for the 2020 program. For this year’s winners list, 92 Pittsburgh-area employers were ranked based on their employee survey feedback. The survey gathers responses from questions regarding company alignment, coaching, connection, engagement, leadership, performance and the basics (pay, benefits, etc.).
“This was the first year we were eligible to enter the Top Workplaces program, so it’s a true honor to be selected,” said Matthew Helfrich, partner and president of Waldron Private Wealth. “I believe our firm is unique in the way we connect with employees, listen to their concerns, and translate those concerns into actionable changes. As a member of the leadership team, it’s nice to know our employees feel that process is working to their benefit.”
Waldron Private Wealth has always demonstrated a strong commitment to the company’s founding principles and strategic vision. Central to this approach is a key differentiator – maintaining a low client-to-staff ratio, currently better than 5 to 1. This ratio allows Waldron advisors to customize planning and investment solutions for each client’s unique situation.
Today, the firm employs 54 full-time team members and recently moved into a brand-new office building to accommodate future growth. Employees of the firm enjoy fully funded healthcare plans, flexible schedules, including 3+ weeks of PTO and paternal/maternal leave options, as well as an internal mentoring program, opportunities for community outreach and a company gym.
Beyond the cultural success, the firm’s leaders have also stayed true to their CEO’s desire to maintain Waldron Private Wealth’s small business status while also expanding its capabilities.
“Beyond our service offerings, at the end of the day, our business is about understanding people and their personal goals,” continued Waldron. “When I look back at the last 20 years of our business, I believe we truly embody that mindset in everything we do – from the way we serve clients to the way we treat our employees. And it’s what will keep us ahead of the curve for generations to come.”
