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200 Northpointe Circle, Suite 205, Seven Fields, PA 16046

(724) 367-7987
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Financial Planning and
Retirement Guidance in Butler, PA


Your financial life may include many moving parts, from preparing for retirement and managing investments to supporting your family or running a business. Keystone Wealth Management helps individuals, families, retirees and business owners throughout the greater Butler area bring those priorities together.

Our team provides personalized financial guidance designed to help you understand your options, make informed decisions and prepare for the future with greater clarity.

Make an Appointment Meet Our Team

FINANCIAL PLANNING

Butler-area residents turn to Keystone Wealth Management for financial planning that reflects their individual circumstances and goals. We help clients organize the different areas of their financial lives and create a coordinated strategy for moving forward.

RETIREMENT PLANNING

Individuals and families throughout Butler rely on us for guidance as they prepare for retirement. We help clients consider retirement income, anticipated expenses, Social Security, investments and the lifestyle they hope to maintain.

INVESTMENT STRATEGIES

Butler-area investors receive personalized guidance based on their financial objectives, timeline and tolerance for risk. We help clients evaluate how their investments fit within their broader financial strategy and long-term goals.

BUSINESS RETIREMENT PLANS

Keystone helps Butler-area business owners explore retirement-plan options for themselves and their employees. We consider the size, needs and objectives of the business when discussing available plan structures.

ESTATE AND LEGACY COORDINATION

We help Butler-area families consider how their financial accounts, beneficiary designations, insurance and legacy goals work together. When legal or tax advice is required, we can coordinate with the client’s attorney or tax professional.

Take the Next Step Toward Greater Financial Clarity

Make an Appointment

You do not need to have every financial question answered before contacting us. Your complimentary introductory conversation is an opportunity to discuss your priorities, ask questions and determine whether Keystone Wealth Management may be a good fit.

Personalized Financial Guidance for the Greater Butler Community

Keystone Wealth Management serves individuals, families, retirees and business owners throughout Butler and surrounding Butler County communities.

Led by Wilde Paule, CRPC®, our team takes the time to understand each client’s concerns, priorities and long-term goals. We believe financial guidance should feel personal, understandable and connected to the decisions clients face in everyday life.

Whether you live in the City of Butler, Meridian, Center Township, Lyndora, Connoquenessing, Fenelton or another nearby community, our team is available to help you take a more coordinated approach to your financial future.

Keystone Wealth Management
200 Northpointe Circle, Suite 205
Seven Fields, PA 16046
(724) 367-7987

Meet Wilde Paule, CRPC®

Frequently Asked Questions

Learn more about working with Keystone Wealth Management in Seven Fields, Pennsylvania.

Is Keystone Wealth Management located in Seven Fields, Pennsylvania?

Yes. Keystone Wealth Management is located at 200 Northpointe Circle, Suite 205, in Seven Fields. We serve residents throughout the borough, including families and professionals living near Castle Creek, Northridge Estates, Hawthorne Commons and Brandywine Commons.

How can Keystone help me prepare for retirement in Seven Fields?

We can help you evaluate your anticipated retirement income, expenses, Social Security benefits, investments and long-term priorities. Our planning process is designed to help Seven Fields residents understand the financial factors that may affect when and how they retire.

Can Keystone review my current investments or financial plan?

Yes. We work with people who want a second opinion about an existing financial plan or investment strategy. We can review how your current approach aligns with your goals, timeline and tolerance for risk and discuss whether adjustments may be appropriate.

Does Keystone work with families and professionals in Seven Fields?

Yes. We help Seven Fields families and professionals balance priorities such as retirement savings, education expenses, investments, homeownership and legacy planning. The recommendations discussed depend on each client’s circumstances and objectives.

What happens during an introductory meeting at your Seven Fields office?

The introductory meeting allows us to learn about your financial situation, concerns and goals. You do not need to have everything organized beforehand. If available, recent investment and retirement statements, Social Security estimates and a list of questions can be helpful.

Start Planning Close to Home

Financial planning begins with a conversation. Meet with our Seven Fields team to discuss your questions, priorities and the financial decisions ahead.

Keystone Wealth Management
200 Northpointe Circle, Suite 205
Seven Fields, PA 16046

Frequently Asked Questions

Learn more about working with Keystone Wealth Management for financial and retirement planning in Butler, Pennsylvania.

Do you provide retirement planning for people in Butler, Pennsylvania?

Yes. Keystone Wealth Management provides retirement planning for individuals and families throughout Butler and surrounding communities, including Meridian, Center Township, Lyndora, Connoquenessing and Fenelton. We help clients evaluate retirement income, expenses, Social Security considerations, investments and long-term priorities.

Can you help me determine whether I am financially prepared to retire?

Yes. We can review your expected retirement expenses, available income sources, investments and financial goals. This process can help you better understand your current position and the factors that may influence when and how you retire.

Do you work with Butler-area residents who already have investments or a financial plan?

Yes. Many clients come to Keystone for a second opinion about an existing investment strategy or financial plan. We can review whether the current approach continues to align with your goals, timeline and tolerance for risk.

Does Keystone help business owners in the Butler area with retirement plans?

Yes. We help business owners in Butler and surrounding Butler County communities explore retirement-plan options for themselves and their employees. The appropriate options depend on the company’s size, workforce and long-term objectives.

Where is Keystone Wealth Management located?

Keystone Wealth Management is located at 200 Northpointe Circle, Suite 205, in Seven Fields. We serve clients throughout Butler County, including Butler, Meridian, Center Township, Lyndora, Connoquenessing and Fenelton. Meetings can be scheduled by contacting our office at (724) 367-7987.