About Our Podcast

At Waldron, we understand that significant wealth comes with significant complexities. We decided to launch Wealth Simplified with Waldron Private Wealth to talk about why it is important for individuals to take a comprehensive approach to managing their wealth. 

Wealth Simplified aims to bring financial literacy and education to anyone who wants to learn. Whether you're a first-generation wealth creator or a steward to multi-generational wealth, we want to make the complex simple and the vision clear.

Listen to the latest episode of  Wealth Simplified on Spotify or Apple Podcasts.

 

    listen on spotify  listen on apple

 
wealth simplified (2)

About Our Hosts

Ali_swart_teampage
Samantha_Spitzer_teampage

Ali Swart, CFP®
Managing Director - Wealth Planning

Ali's responsible for the strategic leadership and management of Waldron’s Wealth Planning Team, focused on providing a best-in-class financial planning experience. In addition to her management and leadership responsibilities, Ali simplifies the complexities of wealth of a select group of multi-generational ultra-high net worth families. Ali also leads Waldron's Diversity, Equity and Inclusion endeavors, co-hosts the Wealth Simplified podcast, and has a passion for increasing financial literacy and awareness, especially for mothers. Outside of work, Ali is a wife and mother to Logan and Alaina, and enjoys biking, strength training and yoga. She loves spending time with family and can be found on the ski slopes with her kids or on the beach with a blonde ale in her hand while visiting her parents in Daytona Shores, FL.

Samantha Spitzer Sheetz, CFP®, CDFA®
Director - Wealth Planning

Samantha works closely with ultra-high net worth individuals and families to develop and implement comprehensive and customized financial strategies designed to achieve their unique goals. As a CFP® and CDFA® practitioner, Samantha provides expertise in financial analysis, estate planning, tax planning, and divorce planning. Samantha is an active member of the Pittsburgh Chapter of the Association for Corporate Growth and co-hosts the Wealth Simplified podcast. Samantha grew up in a small town and made her way to the big city to study finance at the University of Pittsburgh. Samantha is a proud Pittsburgh sports fan and loves spending time with her German Shepard, Nala. In her free time, you can find Samantha staying active outdoors or sipping a cocktail on a rooftop with family and friends. 

Waldron_Logo_White

ABOUT US     WORKING WITH YOU      SERVICES     NEWS     BLOG

44 Abele Road, Bridgeville, PA 15017 • Phone: (412) 221-1005 • Fax: (412) 221-2005
One Thomas Circle, Suite 700 Washington, DC 20005 • Phone: (202) 656-8587 • Fax: (202) 573-8894

Privacy Policy     Terms of Use     Disclosure

Copyright © 2022 Waldron Private Wealth
IMPORTANT DISCLOSURE INFORMATION: Waldron Private Wealth (“Company”) is an SEC registered investment adviser located in Bridgeville, Pennsylvania. A copy of the Company’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.The Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of the Company’s current written disclosure Brochure and Form CRS discussing the Company’s business operations, services, and fees is available on this web site and/or from Company upon written request. The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company), will be profitable or equal any historical performance level(s).Certain portions of the Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Company did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Company by any of its clients. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.