About Us
A Planning-First Approach to Wealth Management
Pira Wealth Management was founded with a single focus: delivering objective, fiduciary financial guidance through structured, long-term planning. The approach prioritizes clarity, adaptability, and alignment with client goals. Services are designed to integrate all areas of a client’s financial life, including planning, investment management, tax strategy, and estate coordination.
Advice is fee-only, client-centered, and delivered with consistency and intent.
Meet Kevin
Kevin Pira, CFP® is the founder and lead advisor of the firm. His background combines technical expertise with a planning-focused mindset, developed through years of working with clients across a wide range of financial circumstances.
He takes a structured approach to problem-solving and believes that financial decisions are best made with a long-term view. Kevin holds relevant industry credentials and works closely with tax and legal professionals to ensure client strategies are coordinated and comprehensive.
Outside of work, he enjoys traveling, bird watching, gaming, and studying market behavior. His focus remains on building systems that support clarity, flexibility, and informed decision-making over time.
How We Operate
What Defines the Work
The firm operates on a set of core principles that guide how planning and advice are delivered. The focus is on structure, goal alignment, and long-term consistency, not short-term noise or product-driven solutions. These values shape the way client relationships are built and maintained over time.
Planning First
Financial decisions are guided by a long-term strategy, not by products or market noise.
Integrated Approach
Planning includes coordination across investments, taxes, estate strategy, and cash flow.
Objective Advice
Advice is independent and fiduciary, with no commissions or product sales.
Consistency Over Flash
The goal is clear execution and sustainable strategy, not chasing trends or overcomplicating the process.
Our Team
Kevin Pira, CFP®
Founder & Lead Advisor
Kevin leads the firm with a planning-first approach grounded in structure, long-term thinking, and a deep understanding of financial systems. As a CFP® professional, he is committed to delivering fiduciary advice that aligns with each client’s goals. Outside of work, he enjoys traveling, bird watching, gaming, and studying market behavior.
Joshua Bourassa
Marketing/Partner
Joshua supports the firm’s growth and outreach through strategy, content, and relationship-building. He brings a creative mindset and helps ensure the message stays clear, consistent, and client-focused.