Medallion Wealth Management, Inc.

At Medallion Wealth Management, we understand that trust is at the center of successful relationships with our clients. Our service to individual and institutional clients is focused on customer-responsiveness, integrity and execution. We strive daily to live up to our motto: “Where trust is earned.” Our mission is to achieve, enhance and preserve the wealth of our clients by fully understanding their lifelong financial needs. We do that by building an investment portfolio to match those needs. Medallion is affiliated with Cambridge Investment Research, Inc. a FINRA registered broker-dealer, as well as Cambridge Investment Research Advisors, Inc. (CIRA), an SEC-registered investment advisor. Through this affiliation, we have access to various investment platforms, including Pershing LLC, Fidelity Investments and Schwab Institutional. We may custody the assets of clients on these platforms and manage their portfolios on a discretionary basis through CIRA. We also offer clients separately managed account solutions offered by various outside SEC registered money management firms.

Address: 2605 NICHOLSON ROAD SUITE 2103 SEWICKLEY, PA 15143 USA

Phone: +1 724 934 8600
FAX: +1 724 934 8601