Everyone has a different financial goal. By listening to the needs of our clients, we can offer investment services that are tailored to their objectives. Pennsylvania Wealth Management is fully committed to giving you the proper advice about strategic investment planning to correspond with your financial goals.
Whether you’re looking for growth in the stock market or alternative strategies and investment options, Pennsylvania Wealth Management can help create a plan that works for your financial goals and objectives. When you meet with us, we’ll take a look at your current investment strategy and portfolio to better assess where we can help. Our seasoned financial and investment professionals can help find a strategy to help your budget, minimize taxes, and create a well-rounded approach toward your retirement.
If you plan to retire, chances are you’ll need a plan that is working toward growing your portfolio. Regardless of your retirement goals and needs, we’ll help you find the investment strategies that will honor those goals for your current wealth and where you’d like to see your portfolio in the future as well. With the seasoned team at Pennsylvania Wealth Management, we’ll keep an eye on the markets and how your portfolio might be affected. Should the need arise, we’ll reposition your current investment strategy to best work toward your portfolio goals.
If you’ve been preparing for retirement for any amount of time, you’ve most likely heard about required minimum distributions (RMDs). Perhaps you’ve saved enough for retirement that you don’t actually need that bit of income for quite some time. With recent changes to RMD age, maybe it’s time to take another look at your current strategy.
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.