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Financial Planning in Pennsylvania

There are no secrets to retirement success — it’s the result of preparation, hard work, and experience.

At Pennsylvania Wealth Management, our mission is to educate our clients on financial strategies for retirement, help protect their accumulated assets, generate the income, and implement strategies to help reduce or eliminate unnecessary taxes. Through our years of financial planning experience, we can help you discover the tools and strategies to help create a financial plan that meets your retirement goals and objectives.

Let’s plan for your financial future!

Where Are You on Your Retirement Journey?

I’m in the midst of my career

and looking for investment guidance.

I’m nearing retirement

and need to plan for the next stage
of my life.

I’m in retirement

and want to get the most value out of my investments.

Pennsylvania Wealth Management offers financial services and planning in Pennsylvania.

Retirement RedZone Radio

Are you nearing the “retirement redzone”? Tune in every week as financial advisor Jason Bergey tackles financial market trends, retirement tips, and much more on Retirement Redzone Radio!

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Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Pennsylvania Wealth Management and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pennsylvania Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jason Bergey or Pennsylvania Wealth Management is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.