Meg Sutton Email & Phone Number

As your Financial Advisor my first priority is to understand your financial picture, needs and goals as well as your past investment experiences. By understanding your situation we will be able to build a mutually beneficial relationship as we plan for your future. Basic information such as your risk tolerance, investment time horizon and investment experience are keys in helping me evaluate the best investment management approach to take; however, as your consultant my main priority is making sure you are prepared for the future. Whether your goals are planning for a child’s education, reducing your debt, saving more or planning for retirement I will work with you to find an approach that is both pragmatic and addresses your financial needs. Working with someone you trust and respect and who you feel has you and your family’s best interest in mind makes the uncertainty of economic cycles and financial planning a little less daunting. If you feel there is a piece of your picture missing or if you simply want to see if you are on track to reach your goals; I hope you will give me the opportunity to work with you. Every person is unique and my priority is to provide you with the best advice and service I can to help shape your financial future.

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  Allegheny College

  Managerial Economics