Advisor at Waldron Private Wealth
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Firm
Waldron Private Wealth
Location
Bridgeville, PA 15017
Credentials
CFP®, Series 66
Industry experience
9 years
Samantha Sheetz is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. Her career includes roles at Raymond James Financial Services and Summit Bank prior to joining Waldron. She is also licensed as an insurance agent, dedicating a small portion of her time to this activity. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process centered on strategic asset allocation and client behavior, utilizing a mix of mutual funds, ETFs, independent managers, and alternative allocations, with ongoing monitoring and rebalancing.
Based on Waldron Private Wealth
Based on Waldron Private Wealth
Flat fee for estate planning software access (amount not specified); Family Dynamics, Governance, and Wealth Counseling services range from $5,000 to $50,000 on a project basis
Referral fees or commission sharing arrangements from third-party insurance brokers; commissions for insurance sales by licensed representatives
Family Office Services hourly rate negotiable; hourly financial planning fees $75 to $500
Family Dynamics, Governance, and Wealth Counseling service monthly retainer approximately $5,000
Fee-only: Financial planning and consulting fees negotiable, generally range from $2,000 to $250,000 (fixed fee) and $75 to $500 per hour
44 Abele Road, Suite 400
Bridgeville, PA 15017
Pennsylvania · Texas
Waldron Private Wealth, LLC
2025 - Present (1 year)
Waldron Private Wealth, LLC
2021 - 2025 (4 years)
Waldron Private Wealth, LLC
2020 - 2021 (1 year)
Waldron Private Wealth, LLC
2019 - 2020 (1 year)
Summit Bank
2017 - 2019 (2 years)
Raymond james Financial Services, Inc.
2016 - 2019 (3 years)
Raymond James Financial Services Advisors INC.
2016 - 2019 (3 years)
Laguna Wealth Services
2016 - 2017 (1 year)
Laguna Wealth Strategies
2016 - 2017 (1 year)
Raymond james Financial Services, Inc.
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Pittsburgh, PA
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Series 66
Pittsburgh, PA
Solid Oak Advisory
ChFC®, Series 63
Canonsburg, PA
Giffin Planning Services, Inc.
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