SecondHalf Coach Wealth Management is a financial planning and wealth management firm based in Latrobe, Pennsylvania. The firm describes its role as coaching clients through life’s financial journey, helping them pursue a lifestyle of their choosing, prepare for a healthy retirement, and build a legacy for future generations. Its approach emphasizes personal relationships, communication, and the collective experience of its team, rather than one-size-fits-all strategies or proprietary packaged products.

The firm offers financial planning, investment management, retirement planning, estate planning strategies, education planning, insurance planning, and tax strategies. It also provides tax resources and hosts educational and celebratory events intended to support clients’ broader financial wellness. Its stated core values are faith, empowerment, and respect, and its service materials highlight a commitment to guiding clients through different stages of life.

SecondHalf Coach Wealth Management works with LPL Financial, through which securities and advisory services are offered. The firm’s website also features articles, videos, calculators, market commentary, and retirement planning tools.