Our Financial Services

Helping create a retirement plan for your future.

At Pennsylvania Wealth Management, we focus on the following financial services:

Insurance

Regardless of your age, most people would like some added protection. We’ll help you discover the products and services that can help prepare you for life’s unexpected moments.

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Investment Services

Everyone’s financial goals are different, as should be their investment strategy. Whether it’s growth or alternative market strategies, we’ll help you discover the products and investment strategies that reflect your retirement needs.

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Business Continuation

When running a business, there are several factors to keep in mind: premature death, disability, and entering retirement, just to name a few. We’ll help you create funding alternatives and succession plans so you can continue building your business.

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Legacy And Estate Planning Strategies

Part of your retirement plan should include after you’re no longer here either. We’ll help you create an estate plan that will benefit both you and your beneficiaries to help ensure they’ll have one less thing to worry about.

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Employee Benefits

Benefits can be a make-or-break for many searching for a job. If you’re a small business owner, it may be time for you to take a second look at your benefits plan. We’ll help you discover your available options and what makes sense for you.

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Retirement Planning

When planning for the future, your goals need to be kept in mind. Your retirement goals may be travel, or they could be spending more time with your family. Whatever they may be, we’ll help you create a retirement plan that will honor those goals.

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Tax Strategies

Paying taxes is necessary, but you don’t want to overpay. We can help you discover the strategies that can help you both now and in the long-term with your financial plan.

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Our belief is having a good plan is the key to a more successful retirement. During our first meeting, we discuss three important questions:

Where do you want to be?
Who do you want to be with?
What do you want to be doing?

Discover our financial and retirement planning services for those nearing retirement in Pennsylvania.

All of these answers can affect how we position your financial plan. We’ll help you develop a comprehensive financial plan that works toward these retirement goals.

From retirement planning to employee benefits, Pennsylvania Wealth Management strives to create a comprehensive retirement plan that works for your individual financial goals. As a fiduciary, Jason looks for the services, products, and plans that look out for your best interest.

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.