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Transitions Wealth Management
With our first associate starting in the securities industry in 1982, our team here at Transitions Wealth Management was formally established in 2016.
Transitions Wealth Management
With our first associate starting in the securities industry in 1982, our team here at Transitions Wealth Management was formally established in 2016. Through successful mergers and acquisitions, as of August 2025, our team has grown to over 20 associates with combined experience of over 300 years in the securities Industry. We have multiple locations across the Country and serve clients in almost all the 50 United States. Through the growth of our Practice, our goal has remained simple – provide trusted, sound advice through life’s transitions. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI.
General information
Firm type
Multi Family Office
Year founded
1996
Location
Region
North America
Country
United States
City
Sewickley
Corporate office
Sewickley, PA, United States
Principals
John N. Lauer
President
Sector focus
Frequently asked questions
Who runs investment decisions at Transitions Wealth Management?
John Lauer, the firm's founder and President, oversees all investment and planning decisions. His background as a Certified Public Accountant informs a planning-led investment approach where tax modeling precedes asset allocation. The firm's size and structure mean Lauer personally directs portfolio construction rather than delegating to a separate investment committee.
Does Transitions Wealth Management operate as a single-family office or a multi-family office?
The firm functions as a multi-family office serving multiple unrelated client families, though its operational model mirrors many single-family offices — integrated planning, investment management, and tax strategy delivered by a small, centralized team. Unlike institutional multi-family offices with dozens of advisors, Transitions maintains a boutique structure where the founder remains the primary relationship manager for all key client families.
How is Transitions Wealth Management compensated?
As a registered investment adviser, Transitions operates on a fee-only basis, charging asset-based fees rather than commissions. This structure aligns the firm's revenue with portfolio growth rather than transaction volume. Specific fee schedules are disclosed in the firm's Form ADV, filed with the SEC and available to prospective clients upon request.
Does Transitions Wealth Management maintain philanthropic structures for client families?
The firm integrates charitable planning into its tax and estate strategy work, including donor-advised funds and private foundation structures where appropriate for client circumstances. Specific philanthropic vehicles are designed client-by-client rather than through a centralized firm foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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