Centerview Wealth Advisors, LLC

Clinton Guyaux is a CFP® with 19 years of industry experience, currently serving as an advisor at Centerview Wealth Advisors, LLC since 2014. He has also been associated with MassMutual Life Insurance Company since 2007. Clinton is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a disciplined investment process that includes fundamental, technical, and quantitative analysis. The firm manages client assets in-house and integrates insurance offerings alongside advisory services.

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with 10 years of industry experience. He has been with Centerview Wealth Advisors since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm emphasizes individualized Investment Policy Statements and provides both discretionary and non-discretionary management, with in-house asset management and accounting expertise among its principals.

Richard Ward is a financial advisor at Centerview Wealth Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centerview since 2015 and Cambridge Investment Research since 2014. Outside of advising, Ward is involved with the Pennsylvania Institute of Certified Public Accountants as co-chair of Emerging CPAs and serves as director of student membership services for the National Association of Black Accountants. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing various investment strategies and analysis methods. The firm manages accounts on a discretionary basis and includes licensed professionals who coordinate tax and insurance matters as part of their service.

Charles Mertz is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with six years of industry experience. He has been with Centerview Wealth Advisors since 2018. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a combination of fundamental, technical, and quantitative analysis in its investment approach. The firm maintains direct accounting expertise within its principals and manages client assets in-house.

John Mah is a financial advisor with Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. He has worked at Centerview Wealth Advisors since 2016 and previously held roles at MML Investors Services, Inc., MassMutual Life Insurance Company, Waddell & Reed, and UBS Financial Services. Outside of his advisory work, he is a 90% owner and insurance agent of Allegheny Smokeworks, Inc., a retail tobacconist. Centerview Wealth Advisors serves individual and high-net-worth clients with ongoing portfolio management and financial planning, employing a range of investment vehicles and trading strategies. The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis with regular reviews.