Downtown Since 2019
Pittsburgh Financial Advisors
We are a wealth management team based at 1001 Liberty Avenue Suite 1100 in downtown Pittsburgh, working with women, multigenerational families, business owners, and unmarried partners across Allegheny County and western Pennsylvania.
Jay Mastilak, CFP®, ADPA®, has been working with clients for 42 years and is a past president of the Financial Planning Association of Pittsburgh. Ryan Mastilak, CFP®, focuses on building lasting relationships by putting clients’ goals, values, and interests at the forefront. Heather Lozano, our Client Relationship Manager, handles the day-to-day work that keeps every relationship running.
Our approach is primarily fee-based and planning-focused. The plan comes first and the portfolio follows from it, not the other way around.
Our Holistic Approach
Serving You
Our Services
27%OF WOMEN ADMIT THAT NOT BEING CONFIDENT IN THEIR ABILITY TO INVEST IS HOLDING THEM BACK FROM STARTING OR INVESTING MORE OUTSIDE OF RETIREMENT ACCOUNTS
Source: Fidelity Investments, “Women’s History Month 2024 Survey”
90%of women will be their family's primary financial decision maker at some point in their lives.
Source: Morningstar, “100 Must-Know Statistics About Women and Retirement,” 2021
59%OF WORKING WOMEN FEEL BEHIND WHERE THEY SHOULD BE IN SAVING FOR RETIREMENT, WITH 38% FEELING SIGNIFICANTLY BEHIND.
Source: Bankrate’s 2024 Retirement Savings Survey, August 2024
Women And Investing
We celebrate women; committing to Empower, Educate, and Enrich our women clients.
Generational Planning
We can spend time working with and educating your family members, such as your adult children and grandchildren.
Domestic Partnerships
Jay has also earned the Accredited Domestic Partnership AdvisorSM designation, which covers issues surrounding wealth transfer, federal taxation, and end-of-life planning needs for domestic partners.
Keeping You Informed
Stifel Insights
Dive into our latest articles, videos, podcasts, and more!
Women and Retiree Health Care CostsWhen planning for health care costs during retirement, women should be aware that they face higher lifetime costs than men. The primary reason for this cost disparity is longevity.
Article
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
Dog Determines DomicileAlthough relocating is relatively easy, determining domicile can be tricky.
Article
Important Guidelines for Claiming Social Security BenefitsIf you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.
Article
The Importance of Keeping Beneficiaries Up To DateWhen was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.
Article
Who Needs Insurance?This article covers which type of insurance could be needed for several types of individuals in different scenarios.
Article
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