Wexford, PA Office
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Success Wealth Management LLC
Team
Firm-wide stats for Success Wealth Management LLC
About
Success Wealth Management LLC advises individuals and high‑net‑worth clients, offering discretionary asset management, access to a strategy-linked Market Savings Liquid Program through a sub‑advisory arrangement with SAVE, and financial planning and consulting services. The firm manages portfolios under discretionary authority and also provides negotiable flat‑fee financial plans and point‑in-time consulting engagements.
The firm applies Modern Portfolio Theory and customizes asset allocation to clients’ stated goals, time horizons and risk tolerances, conducting quarterly account reviews and implementing long‑ and short‑term strategies as appropriate; it may allocate assets to sub‑advisors or program‑linked investments when suited to client objectives. Success Wealth Management uses technology, including AI tools for marketing materials and meeting transcription, but discloses it does not use AI to make investment decisions.
Notable distinctions include operating from multiple offices and recent, specific brochure updates disclosing a change in its chief compliance officer and the firm’s compensation arrangements tied to the SAVE Program and referral relationships. The firm also discloses potential conflicts of interest — it receives a portion of platform fees associated with the SAVE Program and some representatives earn commissions on insurance products — and clients retain proxy voting authority rather than delegating proxy votes to the firm.
Based on Success Wealth Management LLC
Expertise
Based on Success Wealth Management LLC
Location
11676 Perry Highway, Suite 1207
Wexford PA 15090
Advisors at this office
2
Advisors at this office
Brian G
Series 63, Series 65
Wexford, PA
Success Wealth Management LLC
Brian Goldman is a financial advisor with Success Wealth Management LLC in Wexford, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Forest Securities, Inc. and Questar Capital Corporation before joining Success Wealth Management. Outside of his advisory role, he serves as an insurance agent for Success Financial Solutions, LLC, and is involved in media relations for the University of Pittsburgh Athletic Department. He also serves on the board of the nonprofit One Day to Remember. Success Wealth Management LLC advises individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm customizes asset allocations based on client goals and risk tolerances, conducts quarterly account reviews, and may allocate to sub-advisors when appropriate.
Matthew K
Series 63, Series 65
Wexford, PA
Success Wealth Management LLC
Matthew Kloos is a financial advisor at Success Wealth Management LLC in Wexford, PA. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior roles include positions at Cetera, PNC Bank, and Mutual of Omaha Investor Services. Success Wealth Management LLC advises individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory and customizes asset allocation based on client goals, conducting quarterly reviews and implementing both long- and short-term strategies.
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