Services

Life and disability income insurance are about risk. By asking the correct questions, we can guide and help out clients implement strategies to meet their personal and business goals.

By listening to the needs of our clients, we offer investment services that are tailored around their objectives. Pennsylvania Wealth Management is fully committed to giving you the proper advice about strategic investment planning to correspond with your financial goals.

Working with your other professional advisors, we create funding alternatives for business continuation and/or succession plans to protect against premature death or disability. By providing business valuation services and tax succession plans, we can help your business succeed both today and tomorrow.

With the services from several trust companies, we can keep assets out of probate and for decreasing estate and income taxes. Other benefits they provide are asset transfer to your heirs and no taxation of life insurance proceeds in your estate. Through the use of trusts and other planning techniques, we can help you save what you've worked so hard to build, and make sure your assets fall into the right hands.

Our custom designed, qualified and non-qualified employee benefit programs include:

• Equity Split Dollar using corporate dollars for personal insurance.
• Executive Bonus Plans fully tax deductible to the employer and totally selective in participation.
• Deferred Compensation Plans provides maximum corporate flexibility and control.
• Salary Continuation Plans provides maximum security for key executives.