About

Jason Bergey

Jason Bergey is the owner and managing director of the Camp Hill, York and Chambersburg, Pennsylvania offices. He graduated from the University of Delaware in 1995 and has been in the financial services business since 1996. He started Pennsylvania Wealth Management in 2001 after a very successful start with Prudential, where he was Rookie of the Year in 1997.

He is excited to announce that he will now also offer his services in Harrisburg and the entire East Shore area.

Read More

Jason Bergey is an Investment Advisory Representative of Retirement Wealth Advisors Inc. and offers advisory services in the states of Pennsylvania, Arizona, Delaware, Florida, Maryland, Vermont, West Virginia, and Wisconsin. Jason is insurance-licensed in Pennsylvania, West Virginia, Maryland, and Vermont.

Jason works in all areas of retirement and estate-planning strategies. He works with local attorneys to implement tax saving strategies and estate continuation. He is a life member of the prestigious Million Dollar Round Table. Jason was a member of National Life’s elite Premier Producer Platinum Group, as well as the Chairman’s Council. He also served on National Life's Agents Advisory Committee.

Jason, his wife, Rebecca, and their two sons, Brendan and Caden, reside in Mechanicsburg, PA. When not working for his clients, Jason prefers spending his time on his farm with his family or coaching his son's ice hockey teams.

Retirement Redzone Radio

Retirement Redzone Radio

Join Jason as the host of Retirement Redzone Radio, which airs every Sunday at 10 a.m. on 580 WHP-AM Harrisburg. Jason covers the financial concerns for pre- and current retirees and discusses the latest trends in the financial industry, including the tools you should use to stay on top of your future.

WHP

MISSION STATEMENT

Pennsylvania Wealth Management is dedicated to:

  • Helping educate clients with financial strategies for a successful retirement.
  • Protect the assets our clients have accumulated throughout the years.
  • Generate the income needed for a comfortable retirement.
  • Keep our clients’ taxes as low as possible!