As you look toward the future and outline goals for your life – whether a new vacation home, a comfortable retirement or leaving a lasting legacy for your family – it becomes clear that you will need a comprehensive plan to meet your objectives.
A Path to Your Financial Success
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
- 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