Put Our Experience on Your Side
Let Us Help You Build Your Future
You are a professional, focused on building your business and doing what it takes to excel. Our focus is on maximizing your efforts to help you define and reach your destination as quickly and efficiently as possible. Working as a team, we will help you in these critical areas:
- Financial planning
- Investment advice
- Retirement planning
- Education funding
- Estate planning
With a generation of experience, we know what must be done for you to succeed in the financial arena. Put our experience to work for you.
A Risk-Based Approach
We don't do anything until we understand you: your background, your goals, your desired destination, and your concerns.
Our first step is helping you identify your own unique risk tolerance number. We will then take a comprehensive look at your current financial situation to assure you are aligned with your risk number.
Comprehensive Financial Planning
We have helped clients navigate some of the darkest economic storms in the past century: from the great tech meltdown of 2000, to the banking crisis of 2008.
Our unique risk management strategies are designed to help you build wealth efficiently, while serving to help protect your wealth during the inevitable downturns.
With quarterly portfolio reviews and annual strategy sessions, we will be with you every step of the way.
Our Program
Step 1: The Relationship
At Penn Wealth, you are not a number; you are the reason we exist. While others provide cookie-cutter plans and standard investments, we focus on your unique experiences, concerns, and goals. By understanding where you are coming from, we can design a plan built specifically for you.
Step 2: The Plan
We employ the latest in financial technology to help clients stay on the cutting edge of financial research and developments. The tools we have at our fingertips eclipse what was available when we first began serving clients a generation ago. We will always utilize industry-leading tools to help our clients stay ahead of the pack.
Step 3: The Investment Portfolio
We have five unique strategies at Penn Wealth Management, pulling in the right investments from each to build a customized portfolio just for you. We monitor all of the investments within our portfolio daily, making changes as needed. Nothing is left to "chance." We also help you manage your company plans and other assets you control. This comprehensive approach helps us assure you remain on track. Financial planning made simple!