About Our Firm

About Our Pittsburgh Firm

The Importance of Planning for the Future

Every person has a unique journey, but everyone will need to consider how to protect and grow their assets, prepare for their futures, and leave lasting legacies to future generations. The Mt. Jackson Group was founded to help our clients maximize their resources and complete these cycles of life. Our team operates at the intersection of estate planning, tax planning, Medicaid planning, and asset protection. We work to create comprehensive plans that set our clients up for success.

Schedule a free initial consultation with our team to learn how we can help you prepare for the future. Call (724) 305-2215 or contact us online today!

Take Proactive Action with Our Help

We are committed to empowering our clients through sophisticated and proactive estate planning. Our team looks at the whole picture when determining how to help a client prepare for the future, and we regularly identify and implement solutions that produce meaningful results and deliver peace of mind.

The earlier you start planning, the better. Many types of planning tools will only be effective if they are executed before a need arises. No matter your current situation, our attorney and certified public accountant (CPA) can help you take steps to grow your money and save for retirement. We can help you anticipate problems and leverage planning instruments that will work to achieve your unique goals. Our goal is to help you maximize your financial resources and preserve assets for the next generation.

A Lifetime of Support

You will need to make adjustments to your estate plan and other planning mechanisms as your circumstances change. Our team at the Mt. Jackson Group is prepared to serve as your planning partner throughout your lifetime, and we will always be ready to meet your evolving needs. We provide a full suite of estate, financial and tax services and can tailor our strategies to suit your objectives. 

No one is too young to start planning. Contact us online or call (724) 305-2215 to discuss your situation with our firm.

The Foundation of Our Practice

  • Protective
    Our approach is to maximize your assets and provide long-term financial well-being for the next generation of your family.
  • Supportive
    No matter how small you think your assets are, we will provide maximization strategies and support you every step of the way.
  • Proactive
    We encourage clients to start the estate planning process as soon as possible in order to take full advantage of the long term benefits.

Contact Us

We’re ready to help you start planning for your future.

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