The Power of Investment Advice When Delivered by a Firm That Puts Your Interests Ahead of Its Own

We Work For You-Nobody Else. 
Investment and Planning Strategies Designed In Concert With You to Help You Increase Your Net Worth, Increase Your Income and Preserve Your Principal.
We Work With Your Tax and Legal Advisors to Help You Achieve Your Goals.

Portfolio Management

Financial Planning

Retirement Plans

Wealth Management

Types of Accounts

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Investment Philosophy

The Investment Advisor is Committed to Making Recommendations About Your Investments that Grow Your Net Worth and Your Income, While Preserving Your Principal and Safeguard Your Assets to Help You Achieve Your Goals

The Investment Advisor Believes In:

The Underlying Strength and Vitality of the American Economy.

Despite the Economic and Political Turmoil the United States and Other Parts of the World Have Experienced the Underlying Principles of Investing Have Not Changed.

Assessment of Economic, Legislative, and Regulatory Changes.

The Resulting Impact for Interest Rates, the Value of the Dollar, Industry, Federal, State and Local Governments and the Full Spectrum of Investments.

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Who We Are

The Investment Advisor is a Registered Investment Advisor in the State of Pennsylvania.

Investment Advice Designed For Your Circumstances, Third Party, Impartial and Objective.

Helping Individuals, Families, Small and Medium Sized Business, Non-Profit Organizations, Retirement Plans, Trusts and Estates.

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Our Strategies

Investment Portfolio Management For Your Yourself, Your Family , Your Company, Your Non-Profit Organization and Your Employees.

Investment Risk Planning.

Wealth Management.

Creation of Income and Income Planning.

Wealth Creation.

Growth of Your Net Worth.

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Our Expertise

Investment Portfolio Management.

Investment Advice.

Help You Manage Your Retirement Plan and Create Income for Your Retirement.

Save For Your Children’s University Education.

Estate Planning.

Health Care Planning and Investment.

Planning to help You Protect Your Net Worth From Potential Creditors.

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Families

 

  • Increase Your Income and Net Worth While Decreasing Your Risk.
  • Protect Your Assets Through Estate Planning and Your Legacy.
  • We Work With Your Attorney and CPA.

 

 

 

 

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Closely Held and Mid-Size Business

 

  • Create Tax Advantaged Employee Benefits Like: a 401k, Retirements Plans, IRA Accounts, Education Benefits, Savings and Investment Education and Financial Planning to Attract and Retain Your Employees.
  • Help with Ongoing Maintenance and Management of Your Savings and Investment Plans.
  • We Work with Your Attorney and CPA.

 

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Non-Profit Organizations

 

  • Help Establish and Maintain Your Non-Profit Retirement Plan.
  • Create Tax Advantaged Employee Benefits Like: a 401k, Retirements Plans, IRA Accounts, Education Benefits, Savings and Investment Education and Financial Planning to Attract and Retain Your Employees.
  • Help with Ongoing Maintenance and Management of Your Savings and Investment Plans.
  • We Work with Your Attorney and CPA

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