Broker Check
Robert J.  Spagiare

Robert J. Spagiare

Financial Consultant

After 43 years in the financial services sector, my mission is to provide innovative and practical financial programs to create peace of mind and build a stress-free retirement for our valued clients. I work closely with clients to identify their needs, goals, and dreams, and then focus on customized solutions that help make those financial goals a reality. As an independent broker, I am able to select the financial products and funds that are the right fit for your unique needs.

Through years of experience and training, I have developed the ability to choose words and present them in an order which serves to de-complicate complex investments and concepts.

My specialties include pension plan design and implementation, using tax-efficient investment models for higher returns, retirement planning, advanced estate and legacy planning strategies, transferring long-term care expenses to third parties, and tax-free wealth transfer to families and beneficiaries.

With my expertise, diligence, and experience, I have been recognized annually as a Five Star Wealth Manager in the greater Pittsburgh area, and my clients continually rate me highest in both service and overall satisfaction. Outside of work, I enjoy spending time with my wife, three adult children, and five grandchildren. I feel extremely fortunate to have my growing family all live within a mile of each other in Pittsburgh.