Wealth Advisory
At Pennsylvania Capital Management we provide a wide variety of wealth advisory services. We assist you in creating and implementing a strategic plan that is uniquely personal and enables you to provide for your family and future generations. Typical areas that require our scrutiny and planning services include: retirement, college education, charitable giving, and/or business succession planning. We welcome opportunities to preserve, grow and transfer your wealth in ways that are meaningful to you.
Services
| Financial Planning |
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At Pennsylvania Capital Management, we provide comprehensive financial planning services as part of our Strategic Wealth Advisory Process. We synthesize your needs and priorities with extensive analysis and research. We explore a wide variety of investment options and asset classes to meet your financial and life goals and create a diversified Personal Investment Strategy that may include several of the following asset classes:
PCM recommends certain broker-dealers, banks or other financial institutions for custody of our clients’ assets. This facilitates our ability to provide efficient and accurate execution of trades and monitoring of performance. Western International Securities is our national broker dealer and Charles Schwab & Co., Fidelity Investments, Wells Fargo Securities, Regions Bancorp, US Bank and the Vanguard Group serve PCM clients in a custodial capacity. |
Client Questions
Q: I am a do-it-yourselfer and it worked well in the 90s. Since the tech bubble burst, I can’t seem to get it right. And after my 2008 experience, I’m positive I don’t want to go it alone and continue to experience mediocre returns. I need expertise to help me set appropriate expectations and create financial strategies with me to build the success I desire. |
Q: My husband and I both have great jobs. We work hard and live comfortably, but we still can’t seem to get ahead. I’m worried about how we’ll stay on top of the bills, put our kids through college, and still save for retirement. We need a financial advisor who understands all the demands on our finances and what is important to each of us. Someone who asks us what we value in life. Then helps us achieve it. |
