Trebuchet Consulting

Trebuchet Consulting, LLC. is a financial planning and wealth management firm dedicated to helping clients in Pittsburgh and across the United States achieve their strategic financial goals. Founded on the principle of providing personalized solutions for both basic and complex financial needs, Trebuchet Consulting offers a comprehensive range of services that cater to business executives, professionals, retirees, and their families.

Our mission is to help you identify and fulfill your financial goals through a combination of financial planning, wealth management, estate planning, income tax planning, asset accumulation, allocation, preservation, growth, and transfer. At Trebuchet Consulting, we understand that each client's financial situation is unique, and we are committed to providing tailored solutions that meet your individual needs.

Meet Our Team

Our team of experienced professionals is dedicated to providing the highest level of service to our clients. With a combined total of over 150 years of industry experience, our team has the knowledge, expertise, and resources to help you achieve your financial goals.

John P. Krolikowski, the founder of Trebuchet Consulting, has over 38 years of industry experience and holds a Bachelor of Science degree in Economics from Duquesne University and a Juris Doctorate from Duquesne University School of Law. As a member of the PA/MD Bar Association and a notary public, John has the skills and expertise to guide you through the complex world of financial planning.

Steven J. Miller has over 32 years of industry experience and holds a Bachelor of Arts degree in Accounting/Economics from Geneva College and a Juris Doctorate from Duquesne University School of Law. As a member of the PA Bar Association and a notary public, Steven brings a wealth of knowledge and experience to the table, ensuring that your financial needs are met.

Elizabeth A. Peer has over 18 years of industry experience and holds a Bachelor of Arts degree in Economics/Public Administration from Capital University and a Juris Doctorate from Duquesne University School of Law. With a concentration in Human Resource Development, Elizabeth specializes in providing tailored solutions to help you achieve your financial goals.

Jane D. McLean has over 20 years of industry experience and holds a Bachelor of Science degree in Business and Finance and a Bachelor of Science degree in Economics from Mount St. Mary's University. As a notary public and a holder of the Series 6 and 63 industry exams, Jane is dedicated to helping you achieve your financial goals.

Mitchell R. Mosgrove, CFP has over 7 years of industry experience and holds a Bachelor of Science degree in Finance from the University of Pittsburgh. As a Certified Financial Planner (CFP), Mitchell is committed to providing you with the highest level of service, ensuring that your financial needs are met.

Zachary A. Zimmer, CFP has over 6 years of industry experience and holds a Bachelor of Science degree in Integrated Health Studies with minors in Business and Management from Kent State University. As a Certified Financial Planner (CFP), Zachary is dedicated to providing you with tailored solutions to help you achieve your financial goals.

Wyatt L. Best has over 2 years of industry experience and holds a Bachelor of Science degree in Finance from Duquesne University. With a strong background in finance, Wyatt is committed to providing you with the highest level of service, ensuring that your financial needs are met.

Our Services

At Trebuchet Consulting, we offer a comprehensive range of services designed to meet your financial needs, including:

• Financial Planning: Our team of experts will work with you to create a customized financial plan tailored to your individual needs and goals.
• Wealth Management: We offer a range of wealth management services designed to help you grow and preserve your wealth, including investment management, retirement planning, and estate planning.
• Estate Planning: Our team of experts will work with you to create a comprehensive estate plan designed to minimize taxes, preserve your assets, and ensure that your wishes are carried out.
• Income Tax Planning: Our team of experts will work with you to develop a comprehensive tax planning strategy designed to minimize your tax liability and maximize your after-tax income.
• Asset Accumulation: We offer a range of services designed to help you accumulate wealth, including salary, bonus, stock options, retirement plans, and more.
• Asset Allocation: Our team of experts will work with you to create a customized asset allocation strategy designed to maximize your investment returns while minimizing risk.
• Asset Preservation: We offer a range of services designed to protect your assets, including insurance and the use of appropriate legal entities.
• Asset Growth: Our team of experts will work with you to create a customized asset growth strategy designed to help you maximize your investment returns.
• Asset Transfer: Our team of experts will work with you to create a comprehensive asset transfer strategy designed to effectively transfer your assets from generation to generation.

Conclusion

At Trebuchet Consulting, we are committed to providing our clients with the highest level of service, ensuring that their financial needs are met. With a team of experienced professionals and a comprehensive range of services, we are dedicated to helping you achieve your financial goals. Contact us today to learn how we can help you achieve your financial dreams.