Our Services

Financial advisor in Upper St. Clair, Pennsylvania

Comprehensive financial planning services

Serving Pittsburgh with Trusted Wealth Management

Riverchase Wealth proudly serves clients in the Greater Pittsburgh region, with our local office led by Jaco Jordaan, CFA, CFP®, EA. Based in Upper St. Clair, we’re conveniently located for families and professionals across the South Hills and Greater Pittsburgh region. Our team brings the experience of a national wealth management firm with the personalized service of a trusted neighbor.

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Your Pittsburgh Fiduciary Team

Jaco Jordaan

Jaco Jordaan leads our Pittsburgh practice with a unique blend of expertise as a CFA charterholder, CFP® professional, and Enrolled Agent with the IRS. His specialties include investment management, retirement income planning, and tax-smart strategies for high-net-worth individuals. Clients across Pittsburgh rely on his experience, discretion, and approachable style to guide them through life’s most important financial decisions.

Comprehensive Financial Planning for Pittsburgh Clients

At Riverchase Wealth, we integrate every part of your financial life into a single, cohesive plan. Our services include:

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Financial planning for retirement, estate goals, and life transitions

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Investment management tailored to your goals and risk tolerance

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Tax planning and preparation to minimize lifetime tax exposure

This holistic approach means you won’t need to coordinate between multiple firms—everything is handled under one roof.

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Why Choose a Pittsburgh Financial Planner?

Working with a local advisor means more than convenience. It means having someone who understands Pittsburgh’s economy, community, and values. We meet with clients in person in Upper St. Clair or virtually for those with demanding schedules.


We also account for Pennsylvania-specific considerations in our planning:

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State and local income tax obligations

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Retirement income planning under PA rules

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Estate planning concerns unique to Pennsylvania law

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Pittsburgh at a Glance

Pittsburgh is a city built on innovation and resilience, with a thriving community of executives, professionals, and families. From the corporate offices downtown to the family neighborhoods of the South Hills, Riverchase serves clients who want clarity and confidence in their financial lives.

Office Location: By appointment in Upper St. Clair, easily accessible to Mt. Lebanon, Bethel Park, and the broader South Hills.

Office Location:

By appointment in Upper St. Clair, easily accessible to Mt. Lebanon, Bethel Park, and the broader South Hills.

Areas We Serve: 

Pittsburgh, Upper St. Clair, Mt. Lebanon, Bethel Park, Peters Township, and surrounding neighborhoods.

Our Services for Pittsburgh Clients

We help clients across the city plan for today and tomorrow:


  • Retirement planning and investments for pre-retirees and retirees looking to secure income for life.
  • Tax optimization using proactive strategies designed for high earners and business owners.
  • Life transition planning for sudden wealth recipients, widows, and families navigating major financial changes.

Start Your Plan Today

Whether you’re approaching retirement or navigating complex wealth, Riverchase Wealth Management can help you build a plan with clarity and confidence.

Schedule Consultation