Wealth Management

We help you develop a blueprint for your financial future. Once the plan is developed, we have the tools necessary to build that plan. Due to the benefits of working with an independent broker/dealer, we also have access to almost any product or service in the financial realm.

• An informed advocate for your financial affairs who engages you in meaningful dialogue about your life and your intentions.
• An advisor who listens, observes and collaborates with you and your other team members.
• Advice and conversations held in strict confidence.
• A fair value for the fees you pay and complete transparency of cost.

• A combination law firm and financial planning firm located in Wyomissing, PA offering wealth management and legal advice since 1992.
• A fiduciary who serves you with skill, care, prudence and diligence through a disciplined and integrated process.
• A multi-licensed team that collaborates with you as well as your other professional advisors.
• A relationship-driven consultant that takes time to understand you, your family and the life you want to lead.

• Estate, gift and charitable planning
• Investment advisory services
• Risk management services and insurance
• Alternative investments for high net worth investors
• Deferred compensation planning
• Coordination with your personal attorneys, investment advisors, insurance advisors, trustees, CPAs, etc.
• Transaction analysis and coordination for potential sale of family business
• Tax planning and preparation