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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 Cranberry Township, PA


As Cranberry Township continues to grow, individuals, families and business owners are making important decisions about retirement, investments and their financial futures.

Keystone Wealth Management provides personalized financial guidance based on your goals, priorities and stage of life. Our Seven Fields office is conveniently located just minutes from Cranberry Township at 200 Northpointe Circle.


Make an Appointment Meet Our Team

FINANCIAL PLANNING

Cranberry Township-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 Cranberry Township 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

Cranberry Township-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 Cranberry Township-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 Cranberry Township-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.

Begin With a Conversation

Make an Appointment

You do not need to have everything figured out before meeting with us. During your complimentary introductory conversation, we’ll learn about your situation, discuss your questions and explain how Keystone may be able to help. 

Cranberry Township’s Nearby Resource for Financial and Retirement Guidance

Keystone Wealth Management serves families, professionals, retirees and business owners throughout Cranberry Township.

Led by Wilde Paule, CRPC®, our team believes financial guidance should feel personal, understandable and connected to your real-life goals. We begin by listening, answering your questions and helping you understand your available options.

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 near Cranberry Township, Pennsylvania.

Is Keystone Wealth Management located near Cranberry Township?

Yes. Keystone Wealth Management is located at 200 Northpointe Circle, Suite 205, in Seven Fields. Our office is convenient for residents throughout Cranberry Township, including those in established communities such as Fernway and Fox Run, as well as newer developments like Meeder.

Can you help me determine whether I am ready to retire?

Yes. We help Cranberry Township residents evaluate their retirement income needs, expenses, Social Security considerations, investments and long-term priorities. Whether you plan to remain in the Cranberry area or relocate during retirement, we can help you better understand the financial factors involved in that decision.

Do you work with people who already have investments or a financial plan?

Yes. Many people come to Keystone for a second opinion about an existing investment strategy or financial plan. We work with professionals and families throughout the Cranberry Township area whose circumstances, careers or financial priorities have changed.

Does Keystone help Cranberry Township business owners with retirement plans?

Yes. Keystone helps local business owners explore retirement-plan options for themselves and their employees. Cranberry Township has a large and diverse business community, and we tailor our guidance to the size, needs and objectives of each business.

What should I bring to my first meeting?

You do not need to have everything perfectly organized. If available, bring recent investment and retirement-account statements, Social Security estimates and a list of your questions or financial priorities. Our nearby Seven Fields office makes it convenient for Cranberry Township residents to meet with us in person.