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O'Leary Piccolo Wealth Management group

O’Leary Piccolo Launer & Fledderman Wealth Management Group

We have been working with individuals and businesses in Elk County and its surrounding areas for the past 30 years.  As a team, we bring more than 150 years of combined experience and knowledge in the financial services industry.  We are dedicated to developing lasting relationships with all our clients, and we believe in working together to identify and pursue your financial goals and help you manage your finances.

O'Leary Piccolo Launer & Fledderman Wealth Management Group

Robert O'Leary, CRPC®, AIF®, Senior Vice President/Investments

Robert W. O'Leary, AAMS, AIF, CRPC

Resident Manager; Managing Director/Investments

[email protected]
(814) 788-5260
John D. Piccolo, PhD, AIF® Vice President/Investments

John D. Piccolo, AIF, PhD

Senior Vice President/Investments

[email protected]
(814) 788-5265
Thomas S. Launer Financial Advisor Associate

Thomas S. Launer, AWMA

Associate Vice President/Investments

[email protected]
(814) 788-5260
Thomas A. Fledderman Financial Advisor Associate

Thomas A. Fledderman

Associate Vice President/Investments

[email protected]
(814) 788-5271

Luke A. Hoffman, CFP

Portfolio Analyst

[email protected]
(814) 788-5267
Sherrie L. Ferragine, Client Relationship Manager

Sherrie L. Ferragine

Client Relationship Manager

[email protected]
(814) 788-5262
Liz Baldwin, Senior Registered Client Service Associate

Liz Baldwin

Senior Registered Client Service Associate

[email protected]
(814) 788-5263
Cathy Meholic, Client Service Associate

Cathy Renwick

Client Service Associate

[email protected]
(814) 788-5261
Kindred Burdick, Client Service Associate

Kindred Burdick

Client Service Associate

[email protected]
(814) 788-5270
family gathering in the backyard

Our Mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.  We endeavor to know and understand your financial situation and provide you with high-quality information, services, and products to help you pursue your goals.  Our value is in providing clear explanations of our strategies and how they can be personalized to your needs.
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Dedicated to understanding your financial goals

Our Philosophy

In our experience, most individuals today are overwhelmed with the thought of figuring out how and where they should be invested to pursue the retirement they desire.  Our job is to seek to minimize the risks that come with investing and help you focus on the things that matter most to you.  From investment planning and investment strategy programs, we work together to build a strategy that is structured to define your needs.

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