About

What We Strive For

Since our establishment in 1979, FamilyWealth Management Group has been dedicated to providing exceptional financial advisory services. With three convenient locations in Sewickley, PA, Canonsburg, PA, and Naples, FL, our family-owned-and-operated firm proudly serves individuals, families, and businesses in these communities and beyond.

We believe that the greatest value we can offer our clients is the comfort of knowing they have a solid plan in place. We are here to help you navigate the complexities of the financial landscape and develop a comprehensive strategy that aligns with your aspirations. Whether you are planning for retirement, saving for your children's education, or seeking investment opportunities, our experienced team of financial advisors is ready to guide you every step of the way.

Why We Do What We Do

We are driven by a strong commitment to upholding the highest standards of integrity and professionalism in our relationship with you, our valued client. Our primary goal is to fully comprehend and appreciate your unique financial situation, enabling us to deliver the highest quality information, services, and products tailored to help you achieve your financial objectives.

Guided by Osaic FA's Serve First philosophy, we always prioritize your best interests. We understand that your financial well-being is of paramount importance, and we strive to provide you with the most suitable solutions and strategies to meet your specific needs. Your trust and satisfaction are our top priorities, and we are dedicated to building a long-term partnership based on open communication, transparency, and mutual respect.

A Look Into Our Process

Our carefully designed process ensures that we fully understand your unique circumstances, goals, and aspirations. By following these steps, we aim to provide you with tailored recommendations and a roadmap to financial success:

Step One: Collecting Data, Statements, and Information

We begin by gathering all relevant data, statements, and information pertaining to your financial situation. This includes but is not limited to your income, expenses, assets, liabilities, investments, insurance policies, and estate planning documents. By obtaining a comprehensive understanding of your financial landscape, we can better assess your current situation and identify areas for improvement.

Step Two: Determining Goals & Objectives

Next, we work closely with you to establish clear and measurable goals and objectives. We take the time to listen to your aspirations, understand your priorities, and identify what you hope to achieve financially. By aligning our strategies with your goals, we can create a roadmap that is tailored to your unique circumstances.

Step Three: Reviewing Everything

Once we have gathered the necessary data and determined your goals, our team of experienced professionals conducts a thorough review of your financial information. We analyze your current investments, insurance coverage, tax strategies, and estate plans to identify potential gaps or opportunities for improvement.

Step Four: Verifying Information & Data

Accuracy is of utmost importance to us. We meticulously verify the information and data provided to us, ensuring that all details are correct and up-to-date. This step is crucial in developing a comprehensive understanding of your financial situation and allows us to provide you with accurate recommendations.

Step Five: Delivering Recommendations & Discussing Alternatives

Based on our thorough analysis, we deliver personalized recommendations tailored to your unique circumstances. We take the time to explain the reasoning behind our suggestions and discuss alternative options when applicable. Our goal is to ensure that you have a clear understanding of the proposed strategies and feel confident in the path we recommend.

Step Six: Summarizing Action Items

To facilitate your understanding and implementation of the recommendations, we provide you with a concise summary of the action items discussed. This summary outlines the steps we suggest you take to achieve your financial goals. We are available to answer any questions you may have and provide further clarification as needed.

Thank you for considering FamilyWealth Management Group as your trusted financial partner. We look forward to the opportunity to serve you and assist you in achieving your financial goals.

Team Members

Amber Ledey

Practice Manager

860-200-9302

617-728-7456

Amber.Ledey@osaicfa.com

Since 2005 Amber has served as Practice Manager at successful practices throughout the country, serving the unique needs of Business Owners and Affluent Families. Amber is a well-organized manager with strong attention to detail and...

Anna Booher

Client Services

724-940-6313

603-559-8615

Anna.Booher@fwmgrp.com

After twenty years in education, Anna joined FamilyWealth in 2019 and enjoys uisng her experiences as an educator to come alongside clients and serve them.

Brodie Patten, CRPC^®

Private Wealth Advisor

724-940-6310

Brodie.Patten@fwmgrp.com

Prior to joining FamilyWealth Management Group, Brodie spent 20 years in leadership roles in corporate America. Brodie spent 15 years at the global consulting firm, Accenture, as a Senior Manager responsibly for driving and...

Douglas E. Knable, CLU^®, ChFC^®, CRPC^®

Chairman & CEO

724-940-6309

724-940-6302

Doug.Knable@fwmgrp.com

Doug is able to share over 40 years of diverse financial planning services and experience with his clientele. As Chairman and CEO, Doug heads up the very seasoned and vibrant FamilyWealth Management Group (FWMG). ...

Drew Linarelli

Investment Advisor Representative

724-940-6315

603-559-8615

Drew.Linarelli@fwmgrp.com

Drew Allen Linarelli is a Private Wealth Advisor based in Sewickley, PA, committed to helping clients navigate the complex landscape of financial planning. With a focus on retirement, estate, investment, insurance, and business...

Ferial Piroch

724-940-6319

Ferial.Piroch@fwmgrp.com

Jamie Patten

Private Wealth Advisor

724-888-2646

Jamie.Patten@fwmgrp.com

Jamie joined Osaic FA as a Private Wealth Advisor in January of 2015. He came to the firm after 13 years of experience as an Advisor with Metlife. The decision to join Osaic FA was part...

John T. Daley, ChFC^®, CRPC^®, AIF^®

Private Wealth Advisor

724-743-6170

724-926-3337

John.daley@fwmgrp.com

John has over 29 years of experience specializing in wealth preservation strategies (estate planning strategies), asset management programs (investment planning), and retirement income planning for business owners, executives &...

John Mark Hunter, CRPC^®

Private Wealth Advisor

724-743-6160

John.Hunter@fwmgrp.com

John Mark has been helping business owners and executives toward achieving their financial goals for 25 years. He specializes in coordinating client’s investment, retirement, business succession and estate planning.With an...

Kelly L. Kennedy, CFP^®, CRPC^®

Managing Director

724-940-6317

Kelly.Kennedy@fwmgrp.com

Kelly joined Family Wealth Management Group, LLC (“FWMG”) in 2010 and after completing her advanced education working in Lincoln’s National Planning Institute, she quickly became an integral part of the overall FWMG...

Lynda Bonenberger

724-940-6308

Lynda.Bonenberger@fwmgrp.com

Mark L. Perilman, CFP^®, CLU^®, ChFC^®, CRPC^®, CFS^®

Private Wealth Advisor

724-743-6124

724-743-0170

Mark.Perilman@fwmgrp.com

Mark specializes in Wealth Accumulation, Wealth Preservation and Wealth Transfer. This discipline includes diagnosing, analyzing, then recommending a plan of action to help his firm’s clients take their financial and estate...

Michael Watson, RICP®

Private Wealth Advisor

724-743-6122

260-455-9477

Michael.Watson@fwmgrp.com

Michael G. Watson has over 20 years of experience in the Financial Services Industry and specializes in working with successful business owners, professionals, and high net worth individuals, where he focuses on providing fee based...

Michaele McNelis, RFC, CRPC^®

Director of Wealth Management

724-940-6314

724-940-6302

Michaele.McNelis@fwmgrp.com

Michaele (pronounced Michelle) McNelis is the Director of Wealth Management at Family Wealth Management Group in Sewickley, PA. Using a holistic approach, Michaele coordinates a healthy overall financial plan for each of her...

Missy Smith

724-743-6137

Missy.Smith@fwmgrp.com

Ralph L. Linarelli, Jr., CFP^®, ChFC

President

724-940-6319

724-940-6302

Ralph.Linarelli@fwmgrp.com

Ralph is a lifelong Beaver County resident, and is proud to come from a family of local business owners known for their integrity and commitment to client satisfaction. For over 27 years, he has provided comprehensive financial...

Robert Miloszewski

Private Wealth Advisor

412-613-0134

Robert.Miloszewski@fwmgrp.com

Robert Miloszewski is a Private Wealth Advisor who joined Osaic FA in February 2015. After spending twelve years with MetLife Advisors, Robert decided to join Osaic FA where the focus and purpose of...

Timothy M. Donovan, ChFC^®

Managing Director

724-743-6108

724-743-0172

Tim.Donovan@fwmgrp.com

Timothy M. Donovan is Managing Director of FamilyWealth Management Group. He is a Chartered Financial Consultant in Pittsburgh, PA and was named a Chairman’s Council Achiever for the past several years. This honor is...

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