We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can pursue answers to your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Clare T. Frederick, RICP®, AIF®
Partner | Wealth Advisor
(412) 528-1924
Jimmy Wells, CRPC®, AIF®
Partner | Wealth Advisor
(412) 528-1919
Jimmy is a Wealth Advisor and founding partner of Frederick Wells Advisors. After building a successful wealth management practice, he met fellow advisor Clare Frederick. Together they formed a partnership focusing on building...
Stephanie Boyer
Operations Manager
(412) 528-1819
Stephanie is the Operations Manager at Frederick Wells Advisors. She oversees the smooth functioning of the office with overall responsibility for day-to-day operations. Stephanie joined the team in September 2022 after previously...
Aime Parker
Administrative Assistant
(412) 528-1927
Amie Parker is a Virtual Administrative Assistant at LPL Financial, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. She partners with advisors to provide...