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Pittsburgh Five Star award winner

When Someday Arrives

When Someday Arrives
How to protect your loved one from ending up in a nursing home and what to do if you can't.

An Introduction to our latest book.


     This book is written for those concerned about long-term care. Today’s primary caregiver is a woman, either the spouse of an ill husband or a daughter. Daughter caregivers are typically called the “sandwich generation.” They are still raising their own children while caring for aging parents. In fact, in 2013, 31.3% of children aged 18 to 34 were still living with their parents.

     We write this book for retirees and child caregivers as a tool to allow you to stay at home as long as possible and as a guide of what to do if you or a loved one cannot stay at home.

     We believe every family has a legacy to protect and it is our job to protect that legacy. The greatest risk to today’s retiree is a long-term care health crisis. We hope you find this book helpful as a tool to prepare for what the future holds.

     Our firm was created in response to the sudden passing of partner James P. Shields’ mother in 1992. She died with nothing in place. We began our firm to help people plan ahead. We have helped thousands of families plan ahead. Over the years we have created strategic alliances to become an integrated multidisciplinary firm dedicated to helping our clients to protect their family legacy, to leverage their assets and make their money last for a lifetime.


If you are interested in receiving a free copy of our book, please call (724) 934-5044 to request your FREE copy or go online to

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 1,667 Pittsburgh area wealth managers were considered for the award; 251 (15 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 1,653 considered, 227 winners; 2017: 1,133 considered, 277 winners. 2016: 1,064 considered, 423 winners; 2015: 1,494 considered, 442 winners; 2014: 1,721 considered, 458 winners; 2013: 1,777 considered, 545 winners; 2012: 1,863 considered, 493 winners.