Preparing for your future. As Trilith Wealth Management, we are excited to continue providing the very best in service and planning. Clients with a financial plan make better decisions, are more likely to reach their goals, and have fewer worries about their finances. Through planning we provide significant value beyond investment performance. Our individualized financial planning process includes: Social Security Analysis Budgeting Charitable Giving Tax Reduction Strategies Estate Considerations Insurance Needs Retirement Planning Let us help you on your journey. Contact us at 304.413.1339. Louis Pelliccioni, Jr. President & Wealth Advisor (right) Brice L. Pelliccioni, C(k)P", CDFA", M.S. Taxation Vice President & Wealth Advisor (middle) Amanda M. Pelliccioni, Pharm.D Wealth Advisor (left) Securities and advisory services offered through LPL Financial, Member FINRASIPC. The Glass Factory TRILITH 3345 University Avenue, Suite 5 Wealth Management Morgantown, WV 26505 Preparing for your future. As Trilith Wealth Management, we are excited to continue providing the very best in service and planning. Clients with a financial plan make better decisions, are more likely to reach their goals, and have fewer worries about their finances. Through planning we provide significant value beyond investment performance. Our individualized financial planning process includes: Social Security Analysis Budgeting Charitable Giving Tax Reduction Strategies Estate Considerations Insurance Needs Retirement Planning Let us help you on your journey. Contact us at 304.413.1339. Louis Pelliccioni, Jr. President & Wealth Advisor (right) Brice L. Pelliccioni, C(k)P", CDFA", M.S. Taxation Vice President & Wealth Advisor (middle) Amanda M. Pelliccioni, Pharm.D Wealth Advisor (left) Securities and advisory services offered through LPL Financial, Member FINRASIPC. The Glass Factory TRILITH 3345 University Avenue, Suite 5 Wealth Management Morgantown, WV 26505