Bridgeville, PA Office
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Asset One Wealth Management, LLC
Team
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About
Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts and estates, business entities, pension and profit‑sharing plans, and charitable organizations. The firm manages client portfolios on a discretionary basis and offers family‑office style coordination (tax and estate planning coordination, cash‑flow management, and succession planning) for clients with at least $2 million in assets under management.
The firm’s investment process begins with a strategic asset allocation that is customized to each client’s risk profile and objectives, with periodic rebalancing and a long‑term buy‑and‑hold orientation across individual stocks and bonds, ETFs, mutual funds, and selected Independent Managers. Asset One also advises on assets held away from clients’ primary custodians—such as variable life and annuity contracts and employer retirement plan assets—and conducts ongoing oversight of third‑party Independent Managers it engages.
What distinguishes Asset One from many peers is its combination of institutional and cross‑industry activity: it provides ERISA retirement plan consulting as a fiduciary, coordinates with other professional advisors and financial institutions, and its supervised persons include registered representatives and licensed insurance agents (relationships the brochure discloses and manages for conflicts). The firm also documents proxy voting procedures through Broadridge, receives institutional support and educational programming via its Schwab relationship, and offers specific family‑office credits for estate and tax preparation for larger clients.
Based on Asset One Wealth Management, LLC
Expertise
Based on Asset One Wealth Management, LLC
Location
1195 Washington Pike, Suite 100
Bridgeville PA 15017
Advisors at this office
3
Advisors at this office
Stephen B
CFA®, Series 66
Bridgeville, PA
Asset One Wealth Management, LLC
Stephen Bierker is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently serves at Asset One Wealth Management, LLC and previously worked for Pittsburgh Financial Planners, Inc. for 10 years. He is also the managing member of SGBIER ENTERPRISES, LLC, which provides business consulting services. Asset One Wealth Management is an SEC-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm combines strategic asset allocation with long-term investment strategies and family-office style coordination for clients with significant assets.
Rafael Y
Series 65
Bridgeville, PA
Asset One Wealth Management, LLC
Rafael Yurk is a Series 65-credentialed advisor at Asset One Wealth Management, LLC with one year of industry experience. Prior to joining Asset One, he worked at Pittsburgh Financial Planners, Inc. and held roles at the University of Pittsburgh and Pennsylvania State University. Asset One Wealth Management is an SEC-registered firm providing discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a customized strategic asset allocation and a long-term buy-and-hold investment approach, offering family-office style coordination for clients with at least $2 million in assets.
Brian Y
CFP®, Series 63, Series 65
Bridgeville, PA
Asset One Wealth Management, LLC
Brian Yates is a CFP® professional with 31 years of industry experience, currently serving at Asset One Wealth Management, LLC. He previously worked for Pittsburgh Financial Planners, Inc. for 10 years. Outside of finance, he is involved in lacrosse as a minority member of Triple Threat Lacrosse LLC and coaches with Iron City Lacrosse Club. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, and business entities. The firm customizes strategic asset allocations based on client risk profiles and offers family-office style coordination for clients with significant assets.
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