Shear Capital Group

Shear Capital Group is more than just a financial advisory firm; it's a family legacy built on three generations of experience and a deep commitment to serving clients' best interests. Founded in 1953 by Sam Shear, the firm has been a steadfast presence in the Pittsburgh area, evolving and adapting to the changing needs of its clientele while always remaining dedicated to providing personalized guidance and support.

Today, Howard and Bradley Shear, Sam's son and grandson respectively, continue to build upon this strong foundation, leveraging their combined expertise to offer a comprehensive range of financial planning and wealth management services. At Shear Capital Group, we understand that navigating the complexities of the financial world can be daunting. That's why we pride ourselves on building long-lasting relationships with our clients, taking the time to understand their unique goals, circumstances, and concerns.

Our Services

We provide a comprehensive suite of services designed to help you achieve your financial aspirations, including:

• Financial Planning: We develop customized financial plans tailored to your specific needs, encompassing budgeting, retirement planning, education savings, estate planning, and insurance analysis. Our goal is to create a roadmap for your financial future, ensuring you're on track to meet your short-term and long-term objectives.

• Wealth Management: We offer a range of investment strategies and portfolio management services to help you grow and protect your wealth. Our approach is disciplined and tailored to your risk tolerance and investment horizon. We invest in a diverse portfolio of assets and utilize a variety of strategies to optimize returns while managing risk effectively.

• Pension Consulting: We specialize in helping individuals and businesses navigate the complexities of pension plans. Whether you're seeking advice on setting up a new plan, managing an existing one, or planning for retirement, our team can provide expert guidance.

• Risk Management: We identify and assess potential financial risks and develop strategies to mitigate them. This can include insurance planning, estate planning, and investment diversification. We believe in taking a proactive approach to risk management, helping you safeguard your financial wellbeing.

Our Philosophy

At Shear Capital Group, we operate under a fiduciary standard of care, meaning we are legally and ethically obligated to act in your best interest at all times. This means putting your needs first and providing objective advice that is aligned with your financial goals.

We believe in transparency and clear communication. We explain financial concepts in a way that is easy to understand and are always available to answer your questions and address your concerns. We are dedicated to building lasting relationships with our clients based on trust, integrity, and a shared commitment to your financial success.