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The Mastilak Wealth Management Group

Over 60 years of combined wealth management experience

The Mastilak Wealth Management Group combines over 60 years of wealth management experience helping clients pursue their goals. We leverage our long-standing track record and modern-day insights to provide tailored guidance based on your unique needs.
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Our Holistic Approach

Taking a primarily fee-based and planning-focused approach to investing, we believe in constructing comprehensive wealth management plans that are built to last a lifetime.  We first ask the important questions regarding your financial situation, goals, values, education needs, and family dynamics.  Then, it’s our turn to listen.

Read Jay's thoughts on the past year in Pittsburgh Quarterly
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Serving You

Our Services

We primarily serve women, affluent families, high-net-worth investors, and business owners. How do we serve you?  Simply put:  With respect, integrity, and transparency. We seek to fully understand your unique investment needs and build a wealth management plan tailored to those needs.
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Get to Know Us!

28%are confident about selecting the right investments

Source: 2018 Institute for Divorce Financial Analysts Conference

95%of women will be their family's primary financial decision maker at some point in their lives.

Source: Women of Wealth: Why does the Financial Services Industry Still Not Hear Them?

30%of women aged 55-64 say they feel well prepared for retirement.

Source: 2015 BlackRock Investor Pulse Survey

Women And Investing

We celebrate women; committing to Empower, Educate, and Enrich our women clients.

SRI

We focus on socially responsible investments, incorporating environmental, social, and governance (ESG) factors into the recommendations we make. This approach seeks to help mitigate risk while seeking to generate sustainable, long-term returns.

Generational Planning

We can spend time working with and educating your family members, such as your adult children and grandchildren.

Three generations of women

Domestic Partnerships

Jay has also earned the Accredited Domestic Partnership AdvisorSM (ADPA®) designation, which covers issues surrounding wealth transfer, federal taxation, and end-of-life planning needs for domestic partners.