Don’t let your wealth melt away

OUR Money

Management Approach

Medallion Wealth Management Inc. creates a customized Investment Policy Statement for you and takes an active role in managing your personal wealth. Depending on your portfolio’s size, as well as your particular needs, we create an investment strategy using individual stocks, mutual funds and/or ETFs. This helps assure that you will have a diversified portfolio as well as one that is positioned to take advantage of future market movements.

Medallion Wealth Management Inc. is staunchly committed to ongoing, interactive conversations with you as we assess your portfolio and help you successfully navigate the many uncertainties of wealth management.

Our mission is to achieve,

enhance and preserve the

wealth of our clients by fully

understanding your lifelong

financial needs and building

and managing a comprehensive

and effective investment

portfolio aligned to meet your

evolving lifestyle.

2605 NICHOLSON ROAD

Suite 2103

SEWICKLEY, PA 15143

Phone 724-934-8600

Fax 724-934-8601

855-934-8600 Toll Free

www.medallion-wealth.com

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and the company, Medallion Wealth Management, Inc., are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WI, WV. No offers may be made or accepted from any resident outside the specific states referenced.

WhO WE ARE

.

WHAT WE DO

DISCOVER:

We recognize that your financial circumstances are unique. With this in mind, we begin our relationship with a discovery process to identify your financial goals, tax situation, return objectives, risk tolerance and current and future challenges.

EValuate:

Once we have a complete understanding of your financial circumstances, we provide a comprehensive evaluation of your financial situation now, and in the future. From this information, we understand your risk tolerance to market volatility and match your needs with non-proprietary investment options and services. This results in establishing an Investment Policy Statement unique to you.

Execute:

Using the Investment Policy, we determine the appropriate allocation of funds among various asset classes as we construct an effective investment portfolio designed around your needs.

Monitor:

Once your portfolio is in place, your strategy is monitored and modified regularly to adapt to changes in the market as well as changes in your life’s circumstances. Our clear and comprehensive performance reports – along with regular, one-on-one communication – help you understand the dynamics of the market and its impact on your portfolio’s performance.

Separately Managed Portfolios; utilizing both internal and external managers

Retirement Planning, Retirement Rollovers and IRA’s

ERISA Retirement Plans: 401(k) Management

Trustee Support Co-fiduciary Status 3(21) or 3(38) Model Portfolios Retirement One-on-One Counseling

Divorce Financial Planning and Consulting

Trustee, Steward Fiduciary Consulting Services

Credit Union & Fraternal Insurance Portfolio Development

Full Service Brokerage

Insurance Planning

Alternative Investments

I

OUR SERVICES

At Medallion Wealth Management YOU are at the center of everything we do. And TRUST is the hallmark that guarantees the success of our relationship. Our commitment to your financial well-being is focused on customer-responsiveness, integrity and execution. We strive daily to live up to our motto:

Welcome to medallion

wealth management, Inc.

Each member of our investment team has an average of more than 25 years’ experience in financial management. Our professionals have diverse backgrounds in banking, investments, money management and insurance. When we work with you, we forge a long-term relationship that benefits from familiarity with your circumstances. Medallion has the expertise needed to offer sound financial advice to help guide you on a long-term path toward success.

Because we are an independent firm, we are able to provide the widest possible array of options and advice, as we help you select investments that best fit your needs.

“A sound, consistent

investment process giving

clients a great opportunity for

both long-term asset growth

and preservation of wealth.”

How risky is your portfolio? Does your current portfolio align with your investment goals and expectations?

Call us for a free portfolio risk analysis.