Matthew Helfrich, CFP
Partner and President, Waldron Private Wealth
Matt Helfrich is President of Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh, Pa. He leads Waldron's strategic vision, brand and value proposition, and overall culture of the firm.
Since 2002, Helfrich has served in a number of roles including: Chief Investment Strategist and Chief Investment Officer, where he was instrumental in creating and refining Waldron's investment discipline. More recently he has been focusing on expanding Waldron's service offering across multiple generations of clients, and leveraging technology to enhance client experience. Helfrich is in the media frequently and has appeared in The Wall Street Journal, Barron's, Private Wealth Magazine, Wall Street Week, Forbes and Smart Money.
Phone: 412.221.4875
E-mail: mhelfrich@waldronpw.com
www.waldronprivatewealth.com
Potential Tax Changes Pressure Business Owners to Make Big Decisions
small business
Potential Tax Changes Pressure Business Owners to Make Big Decisions
With the possibility of tax increases on the horizon, some business owners may be considering pushing up their plans to sell or transition their compa…
July 3, 2021
Help! I Can’t Afford to Sell My Business
small business
Help! I Can’t Afford to Sell My Business
Even if the deal sounds good on the surface, the effect on your personal finances may shock you. If so, you have options.
August 28, 2020
Financial Opportunities for Wealthy Families During the Coronavirus Crisis
personal finance
Financial Opportunities for Wealthy Families During the Coronavirus Crisis
Making smart decisions in times of panic isn't easy, but those who keep cool heads, follow the plan and take some calculated steps could help grow the…
March 31, 2020
Parents Who Pay for Everything Shortchange Their Kids
retirement
Parents Who Pay for Everything Shortchange Their Kids
We've gone from being Helicopter Parents to Bulldozer Parents, who annihilate all obstacles in our kids' paths. And what do kids learn when we take ca…
December 9, 2019
Planning for Retirement? You're Probably Underestimating Your Spending
Making Your Money Last
Planning for Retirement? You're Probably Underestimating Your Spending
It's only too easy to overlook several expenses when you sit down to add up what you need for a happy, healthy retirement.
October 3, 2019
What Steps Should You Take Before You Buy or Sell a Business?
business
What Steps Should You Take Before You Buy or Sell a Business?
Given today's feverish market, some people are rushing through transactions and skipping critical parts of the process.
September 2, 2019
Are You Hiding Symptoms of Poor Financial Health?
Financial Planning
Are You Hiding Symptoms of Poor Financial Health?
Some things aren't easy to talk about with your financial adviser, like a half-baked restaurant venture or that exorbitant vacation home. But if you h…
July 24, 2019
To Prepare Your Heirs for Future Wealth, Don't Hide the Truth
retirement
To Prepare Your Heirs for Future Wealth, Don't Hide the Truth
Parents' instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expe…
May 22, 2019
Is Your Insurance Hurting You Instead of Helping You?
insurance
Is Your Insurance Hurting You Instead of Helping You?
If you’re not careful to buy the right kind of insurance, keep it in the right place and pay for it in the right way, your good intentions could end u…
April 16, 2019
Is Your Adviser an Investment Manager or a Life Coach (or Both)?
retirement
Is Your Adviser an Investment Manager or a Life Coach (or Both)?
If your finances are complex or you're having a tough time clearing a path toward your goals, you might need more help than a traditional financial ad…
December 27, 2018
Growing Up Rich Can Set Grandchildren Up for a Fall
retirement
Growing Up Rich Can Set Grandchildren Up for a Fall
Lifestyles of the rich and famous don't come cheap, and grandchildren who get used to the perks may be in for a rude awakening down the road. Here are…
November 2, 2018
Before You Buy That Jet: Considerations on Big Purchases
spending
Before You Buy That Jet: Considerations on Big Purchases
Want to buy a plane? How about a vacation home? Keep in mind that with decisions on big purchases, the initial price paid is just the tip of the icebe…
August 10, 2018
Inflation is Coming: Why Your Wallet May Take a Hit and How to Protect Yourself
spending
Inflation is Coming: Why Your Wallet May Take a Hit and How to Protect Yourself
Rising prices can sneak up on you, eating away at your wealth over time in a serious way.
July 2, 2018
Your Kid Wants Help Starting a Business? Be Careful
business
Your Kid Wants Help Starting a Business? Be Careful
Even when it’s family, or maybe especially when it’s family, you must treat such a proposition as strictly business. Get answers to these 4 questions …
June 8, 2018
New Baby on the Way? The 8 Financial Steps You Should Take to Prepare
investing
New Baby on the Way? The 8 Financial Steps You Should Take to Prepare
Congratulations! Now get busy. From health insurance to car seats, here's what expectant parents should do to get ready for their new arrival.
June 5, 2018
Getting Remarried? 5 Financial Steps to Take Before Tying the Knot (Again)
retirement
Getting Remarried? 5 Financial Steps to Take Before Tying the Knot (Again)
The stakes can be higher for a second marriage, because you probably have built a more established career, have amassed more assets and possibly some …
April 20, 2018