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Retirement Planning

We listen to what you want for your future, then together we create a plan to work towards getting you there.

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Investment & Wealth Management

It’s not how much money you make, but how much you save and how hard it works for you. Together, let’s create your ideal financial strategy.

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Tax Services

We'll work with you to develop a tax strategy to minimize your tax liability, maximize your return and most importantly, meet your needs.

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Insurance Strategies

It’s not about what you need; it’s about what your family needs if you aren’t there. Let's create a plan, together.

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We welcome the opportunity to meet you. Call us for a free no obligation consultation to discuss how our diverse knowledge and services can be tailored to provide you with a personal experience.

Our Mission

Financial strategy is our life. We can help you navigate the economic ocean, no matter how choppy the seas get.

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Our Team

We're always happy to help with any questions you have. 

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Our Services

 We'll work with you to create a resilient strategy that evolves with you.

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It's Never Too Early – Or Late

No matter where you're at in your financial journey, it's never too early — or too late — to start thinking about your financial future.

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Financial Strategies Designed With You In Mind

We understand how hard it can be to prepare your finances for the future. That's why we work with you to help create a financial strategy that is appropriate for you.

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Our Team

Mary Puzak

Mary Puzak

Wealth Advisor

724.519.8297 ext. 1

mary.puzak@lpl.com

Jared Wegley

Jared Wegley

Wealth Advisor

724.519.8297 ext. 2

jared.wegley@lpl.com

Alison  Wegley

Alison Wegley

Enrolled Agent / Insurance Advisor

724.519.8297 ext. 3

alison.wegley@lpl.com

Justin Wegley

Justin Wegley, Certified Public Accountant (CPA)

Wealth Advisor

724.519.8297 ext. 4

justin.wegley@lpl.com

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Contact

Office: 724-519-8297

Toll-Free: 412-897-9660

4495 Old William Penn Hwy

Murrysville, PA 15668

jared.wegley@lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Tax related services offered through Puzak Wegley Tax Services DBA Puzak Wegley Financial. Puzak Wegley Tax Services and Puzak Wegley Financial are separate legal entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.