Welcome to Jonathan Bulman

Watch this video to learn how we can help you to organize your financial life.

Who’s Your Financial Architect?

People tend to first hire financial planning subcontractors without an overall plan in place. My team’s holistic approach enables us to identify any gaps or missed opportunities, while serving as the general contractor throughout the implementation process to coordinate the other financial sub-contractors.

In The News

Douglas E. Knable, CLU®, ChFC® of Family Wealth Management was featured by IN North Allegheny Magazine in their Business Spotlight column.

hidden link

Upcoming Events

We are always participating in and planning educational, charitable and client appreciation based events. Here is a listing of some upcoming events and those we would recommend that are being sponsored by our colleagues.

hidden link

Featured Case Study

A Resource Group member was introduced to an owner of a very successful third generation business in the consumer staples industry. He currently ran the business with nine family members, all active in various aspects of the operation.

hidden link