BUILDING YOUR TOMORROW, TOGETHER

By getting to know you on an in-depth, one-on-one basis, Pennsylvania Capital Management will be able to help you clarify and prioritize your financial needs and objectives. This process empowers you and your family to enjoy a life filled with more meaning, more memories and more peace of mind.


OUR PROCESS   SCHEDULE DISCOVERY CALL

OUR SUCCESS IS MEASURED BY THE ATTAINMENT OF YOUR FAMILY'S IMPORTANT GOALS

Pennsylvania Capital Management will function as your family's personal CFO and advisor on important issues in life. We work with successful families who are on their own personal journey, and help empower them by developing a clear road map together. Our goal is to build our clients' confidence and success, as well as support their lifestyle and facilitate the achievement of the goals and dreams they hold dear.

We're here to make sure you get what you want out of life.

  • No two clients are the same

    After more than two decades as an independent advisory firm, we have never encountered two clients who are exactly the same. We have found that every client's needs change dramatically over the years. We have assembled the right staffing, the right resources, and the right processes to allow us to spend the time to get to know our clients on a deeply personal level, before we address their financial goals and concerns.

    SCHEDULE DISCOVERY CALL
  • Our Team

    WORLD-CLASS GUIDANCE

    At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning.

    As a truly independent advisory firm, we place our client's best interests above our own, and are free to recommend the best products, solutions and outside expertise available. We are passionate about you, your family and your goals.

    MEET THE TEAM    CONTACT US   

PCM RECENT NEWS

INFORMED INVESTORS ARE SUCCESSFUL INVESTORS

SEE MORE NEWS
  • "My entrepreneurial vision was to build a firm centered on the client, first and foremost, and to help people crystallize their thinking about the future of their lives and financial goals."

    IRVIN G. SCHORSCH III

    Founder & President
    Pennsylvania Capital Management

    MEET IRVIN

NEWS & BLOG

FROM THE BLOG

  • Creating win-wins in life can make your day!

    Last week, I flew out to the West Coast for a research trip. My first stop was in Los Angeles, and then I traveled on down to my business conference......

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  • January 2017 PCM Newsletter

    Surprise! Who would have thought that the election of our new President would have such a dramatic impact on the markets, 60 days before the inauguration? Media and investors alike...

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  • Irvin's Ireland Lottery Interview

    I received a call from Emma Cawley, a radio producer from Newstalk Radio Ireland, based out of Dublin. Emma had previously seen my article on Sudden Wealth Syndrome......

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