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Three Rivers Executive Consulting

E: Kennedy@TR-EC.com
P: +1 412-293-4500

3000 Stonewood Drive
Suite 330
Wexford, PA 15090

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Three Rivers Executive Consulting is a Wexford, Pennsylvania–based financial advisory firm dedicated to helping individuals, families, and business owners make confident financial decisions. We provide personalized financial planning, investment guidance, retirement strategies, and tax-efficient wealth management tailored to each client’s unique goals and stage of life.

Serving Wexford, Cranberry Township, Sewickley, Pittsburgh, and surrounding Western Pennsylvania communities, our approach combines practical financial expertise with a strong commitment to long-term client relationships. Whether you’re planning for retirement, growing your investment portfolio, navigating business financial decisions, Three Rivers Executive Consulting is a Wexford, Pennsylvania–based financial advisory firm dedicated to helping individuals, families, and business owners make confident financial decisions. We provide personalized financial planning, investment guidance, retirement strategies, and tax-efficient wealth management tailored to each client’s unique goals and stage of life.

Serving Wexford, Cranberry Township, Sewickley, Pittsburgh, and surrounding Western Pennsylvania communities, our approach combines practical financial expertise with a strong commitment to long-term client relationships. Whether you’re planning for retirement, growing your investment portfolio, navigating business financial decisions, or preparing the next generation for financial success, we focus on clear guidance and strategies designed for real-world results.

Our services may include:

• Comprehensive financial planning

• Retirement income and retirement readiness planning

• Investment management and portfolio strategy

• Tax-aware financial planning coordination

• Business owner financial consulting

• Estate and legacy planning coordination

• Risk management and insurance planning

• Executive financial consulting

At Three Rivers Executive Consulting, we believe financial planning works best when it’s personal. We take time to understand your priorities, risk tolerance, time horizon, and family or business considerations before developing recommendations. Our goal is to simplify complex financial topics so you can move forward with clarity and confidence.

Clients appreciate our local presence in the Wexford area, accessibility, and commitment to responsive service. We strive to build lasting relationships based on trust, professionalism, and thoughtful financial guidance.

If you’re looking for a financial advisor in Wexford, PA or the greater Pittsburgh region, Three Rivers Executive Consulting welcomes the opportunity to discuss your financial goals and how we can help support them.

3000 Stonewood Dr
Suite 330
Wexford, PA 15090

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WARRANTIES & DISCLAIMERS

There are no warranties implied.

Three Rivers Executive Consulting (“TREC”) is a registered investment adviser located in Wexford, PA. TREC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. TREC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of TREC’s web site on the Internet should not be construed by any consumer and/or prospective client as TREC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by TREC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of TREC, please contact the state securities regulators for those states in which TREC maintains a registration filing. A copy of TREC’s current written disclosure statement discussing TREC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from TREC upon written request. TREC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TREC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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