Wealth Management in Clarks Summit, PA
That Cares for Your Complete Financial Well-Being
Is it when your net worth hits a specific number? Or maybe when you have a strategy in place to help generate ample income while you’re retired.
We define success as you feeling your financial well-being is secure and thriving. It’s our goal to create highly tailored strategies to help you experience that feeling through every stage of your life.
To achieve success, we promise to:
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Work tenaciously |
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Create strategies tailored for you |
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Build trust with every conversation |
We believe these elements of our client-centric service model position us to provide sophisticated wealth management in Clarks Summit and beyond.
Who We Serve
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Families |
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Individuals |
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Organizations |
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Corporations |
Our Investing Philosophy
Few decisions are as important as choosing with whom you’ll entrust your wealth. To make the right decision for you, it’s important to understand how your wealth will be managed.
Here’s how we operate:
Integrity Above All. Your interests aren’t the first thing that matters — they are the only thing that matters. We will honor your wealth like it is our own to help deliver priceless peace of mind.
Planning Long Term. Investing involves emotions that might lead to less-than-ideal behavior. While we are mindful of short-term market fluctuations, we remain resolute in our strategies that help build and preserve wealth in time-tested ways.
Minimize Risk. Many investors focus on growth, often overlooking how crucial it is to preserve capital. Rigorous risk assessment and analysis will help protect your investments against dramatic downswings.
Diversifying Intently. For you to achieve steady, consistent returns, we pinpoint and execute opportunities across diverse asset classes.
Adaptability. New regulations will become law. The market will whipsaw. And yes, your goals might change. Don’t worry — we will revisit and update your strategy accordingly.
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Most of our relationships have lasted at least ten years, which we think demonstrates our commitment. | |
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We have clients all over the country, which we feel reflects our determination to help all investors, regardless of distance. |
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Our founder is a non-practicing, former attorney, which we believe allows us to ask better questions to create better strategies. | |
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Our team has a combined 24 years of investing experience, which we feel shows our longevity and know-how. |
Christopher Kelly
- Senior Vice President
Lynne Frankel
- Client Associate
