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Matthew Helfrich, CFP

Partner and President, Waldron Private Wealth

Phone: 412.221.4875

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 JournalBarron'sPrivate Wealth MagazineWall Street WeekForbes and Smart Money

Latest Features

Building Wealth
June 2018

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 to avoid risking it all.

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Building Wealth
April 2018

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 children as well. So be prepared before you set foot down that aisle.

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Building Wealth
March 2018

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.

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