Decorative Tilda

A financial partner for successful individuals and families

Our objective is to serve as your financial partner for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the things in life that matter to you most.

We serve successful individuals who understand the wisdom of having a well-designed financial plan for addressing important priorities such as funding their children’s college educations, and having enough for retirement.

We have deep experience in addressing the important financial matters successful individuals face, including asset protection, tax planning, managing cash flow, managing education debt, valuing a company or practice for purchase or sale and, ultimately, enjoying financial independence.

The importance of family is a universal theme among our clients, so we take extra care to understand their family dynamics and address the wishes they have for their loved ones. We help our clients have a legacy strategy that not only provides for their family and the organizations they’re passionate about, but also has the potential to generate tax benefits and further their overall wealth management plan.

Many times, we find that a family’s wealth is concentrated in a single stock, received through inheritance or benefits from a successful business career. We have strategies designed to resolve this risk, while also mitigating the tax implications.

Whatever the need, we’ll be here for you as your family grows and evolves into future generations.

Meet Wendy: Business development manager, biotechnology

Wendy has worked in the biotechnology and pharmaceutical fields for nearly 20 years. When not busy at work, Wendy is a wife and mother to four active children. She has had a successful career and has found multiple advanced opportunities with new employers. We needed to help Wendy consolidate her finances and create a long-term strategy for her and her family to reach their financial goals without taxing her already busy schedule.

We can assist with:

  • Financial consolidation
  • IRA rollovers
  • Creating a risk profile
  • Diversifying investment portfolio using asset allocation
  • Corporate benefit consultations
  • Financial strategy reviews
  • College savings accounts
3773 Corporate Parkway, Suite 180    |    Center Valley, PA 18034    |    Phone: 610.709.9715    |    TF 866.729.8768    |    F 610.709.9725    |    Map and Directions
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