Business Details
20 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Trebuchet Consulting is a dedicated financial advisory firm committed to helping clients achieve their long-term financial objectives. With decades of combined experience, our team of certified professionals specializes in crafting personalized strategies for asset management, estate planning, and tax optimization. We leverage an open-architecture approach to investments, ensuring access to top-tier products and tailored solutions that align with each client's unique goals.Our proactive methodology emphasizes intergenerational wealth transfer, risk mitigation through insurance, and continuous portfolio adjustments to reflect evolving life circumstances. By fostering transparent communication and prioritizing client education, we empower business executives, retirees, and families to make informed financial decisions that stand the test of time.
Services
Financial Planning
Wealth Management
Estate Planning
Income Tax Planning
Asset Accumulation
Asset Allocation
Asset Preservation
Asset Growth
Asset Transfer
Philanthropic Planning
Details
- Year established: 2006
Highlights and features
- We offer personalized integrated financial services tailored to individual client needs
- Our open architecture approach provides access to industry-leading investment products
- Team includes Certified Financial Planners with decades of combined experience
- We maintain proactive communication to adapt strategies to changing life circumstances
- Specialized expertise in intergenerational asset transfer and tax optimization
Services
Financial Planning
Our financial planning service creates customized roadmaps to achieve long-term financial goals. We analyze current financial status, risk tolerance, and future objectives to develop comprehensive strategies that address investment management, retirement planning, and tax optimization while maintaining flexibility for life changes.
Estate Planning
Estate planning ensures seamless asset transfer across generations while minimizing tax liabilities. We implement legal structures like trusts and LLCs, coordinate beneficiary designations, and develop contingency plans for incapacity, combining legal protection with strategic wealth preservation techniques tailored to each client's family dynamics.
Asset Allocation
Our asset allocation service optimizes investment portfolios across multiple classes including stocks, bonds, and real estate. We create balanced strategies based on individual risk profiles and financial goals, implementing quarterly rebalancing and adjustments for major life events to maintain optimal growth potential while managing market volatility.
Tax Planning
Income tax planning focuses on navigating complex regulations to minimize tax burdens. We integrate tax-efficient investment strategies with estate planning, utilizing retirement accounts and charitable giving vehicles to optimize after-tax returns while ensuring compliance with evolving tax codes and regulations.
Wealth Management
Wealth management combines investment advisory services with comprehensive financial planning. Our approach utilizes tailored portfolio construction, access to premium financial products, and continuous monitoring to maximize growth potential while aligning with clients' risk tolerance, time horizons, and specific financial objectives.
People
John P. Krolikowski
Founder
Founder with 38 years of experience, John holds economics and law degrees from Duquesne University. A licensed attorney and financial planning expert, he brings comprehensive legal and financial expertise to client solutions.
Mitchell R. Mosgrove
Certified Financial Planner
CFP professional with 7 years of experience, Mitchell specializes in creating customized investment strategies. He holds a finance degree from University of Pittsburgh and maintains Pennsylvania insurance licensing.
Zachary A. Zimmer
Certified Financial Planner
CFP professional with 6 years of experience, Zachary combines health studies and financial planning expertise. He earned his finance degree and certification at Duquesne University, focusing on holistic client solutions.
Steven J. Miller
Senior Advisor
Senior advisor with 32 years of experience, Steven provides legal and financial expertise. A Duquesne Law graduate, he specializes in integrating complex financial instruments with estate planning strategies.
Elizabeth A. Peer
Legal Specialist
Legal specialist with 18 years of experience, Elizabeth combines law and economics expertise. She focuses on implementing protective legal structures while maintaining compliance with evolving financial regulations.
Questions
What financial planning services do you offer?
We provide comprehensive services including wealth management, estate planning, tax optimization, asset allocation, and intergenerational wealth transfer strategies tailored to individual client needs.
How do you personalize financial strategies?
Our advisors conduct detailed assessments of financial goals, risk tolerance, and life circumstances to create customized plans that evolve with changing personal and market conditions.
What makes your firm different from other advisors?
We combine legal expertise with financial planning, maintain an open-architecture investment approach, and emphasize proactive communication to ensure strategies remain aligned with client objectives.
How do you handle estate planning?
We implement protective legal structures, coordinate beneficiary designations, and develop contingency plans while focusing on tax-efficient transfer of assets across generations.
What investment approach do you use?
We employ diversified asset allocation strategies with quarterly rebalancing, utilizing top-tier financial products while adjusting portfolios for major life events and market changes.
How are your advisors qualified?
Our team includes Certified Financial Planners with decades of combined experience, holding advanced degrees and industry certifications to provide comprehensive financial solutions.
