Situated in beautiful Bucks County, PA, Penn Wealth Planning is a wealth management practice with over twenty years of serving the needs of high-net-worth clients.
Our boutique practice takes a very personal approach to each client engagement, listening to understand financial objectives and the lifestyle needs of clients. We have developed tailored strategies that reflect individual values and help keep clients on track toward specific financial goals, assisted by clear and frequent communication.
With our knowledge of working with executive benefit plans, including pensions and long-term incentives, clients can utilize our services to evaluate their current position as well as analyze future opportunities.
Our practice is supported by an experienced team of professionals adept at many aspects of a client’s wealth management needs, including strategies for investment, insurance, tax planning, estate and retirement planning.