Question 1

What type of financial services does the company offer?

Accepted Answer

The company provides comprehensive wealth management services, including investment management, financial planning, estate planning and wealth transfer, tax advisory and preparation, trust services, accounting and consulting services, and family office services. They cater to individuals and families, business owners, executives, professionals, and university professionals.

Question 2

What is the company's approach to wealth management?

Accepted Answer

The company's approach to wealth management is to provide personalized, comprehensive financial advice to their clients. They aim to work closely with clients to understand their unique needs, goals, and financial situations, and to develop customized strategies to help them achieve their financial objectives.

Question 3

Who are the key members of the company's team?

Accepted Answer

The company has a team of experienced financial professionals, including wealth managers, financial planners, and tax and estate planning experts. Clients can access the expertise and guidance of the company's authors, speakers, and other team members.

Question 4

What types of clients does the company serve?

Accepted Answer

The company serves a diverse clientele, including pre-retirees, retirees, business owners, widows, and families in the US. They work with individuals and families building wealth, transitioning into retirement, or leaving a legacy, as well as executives, professionals, and businesses.

Question 5

What can clients expect when working with the company?

Accepted Answer

Clients can expect to receive personalized, comprehensive financial advice and ongoing support from the company's team of experts. The company aims to be a trusted partner, providing guidance and resources to help clients achieve their financial goals and secure their financial futures.

Location	Google category	Reviews	Status
1200 Broadcasting Rd Ste 100, Wyomissing, PAprimary	Financial planner	—	Claimed
41 University Dr #400, Newtown, PA	Financial planner	—	Claimed
118 Carlisle St Ste 301, Hanover, PA	Financial planner	—	Claimed
1869 Charter Ln #302, Lancaster, PA	Financial advisor	—	Claimed
1869 Charter Ln #302, Lancaster, PA	Financial advisor	—	Claimed
7373 Broadway Suite 400, San Antonio, TX	Financial planner	—	Claimed
4101 Parkstone Heights Dr, Austin, TX	—	—	Claimed
201 E 5th St Suite 1900, Cincinnati, OH	Financial planner	—	Claimed
1226 Briargate Cir Suite B, Columbia, SC	Financial planner	—	Claimed
246 Goose Ln Suite 201, Guilford, CT	Financial planner	—	Claimed
5601 Granite Pkwy Ste 110, Plano, TX	Financial planner	—	Claimed
3810 Governors Dr SW Ste 100, Huntsville, AL	Financial planner	—	Claimed
13801 Reese Blvd W #155, Huntersville, NC	—	—	Claimed
8080 N Central Expy Ste 1085, Dallas, TX	—	—	Claimed
221 3rd Ave SE Ste 215, Cedar Rapids, IA	Financial planner	—	Claimed
221 3rd Ave SE Ste 215, Cedar Rapids, IA	Financial planner	—	Claimed
2315 E Empire St Ste 2, Bloomington, IL	—	—	Claimed
1266 E Main St Suite 700R, Stamford, CT	Financial planner	—	Claimed
475 Alberto Way Ste 210, Los Gatos, CA	Financial planner	—	Claimed
9400 Holly Ave NE Bldg 4, Albuquerque, NM	Financial planner	—	Claimed
100 Ashley Dr S #600, Tampa, FL	—	—	Claimed
100 Lowder Brook Dr Ste 1000, Westwood, MA	Financial advisor	—	Claimed
317 Paseo De Peralta, Santa Fe, NM	Financial advisor	—	Claimed
4767 New Broad St, Orlando, FL	Financial planner	—	Claimed
1578 Sherman Ave #1, Evanston, IL	—	—	Claimed
555 S Randall Rd Ste 100, St. Charles, IL	Financial planner	—	Claimed
32 Office Park Rd, Hilton Head Island, SC	Financial planner	—	Claimed
355 S Main St First Floor, Greenville, SC	—	—	Claimed
One Parkview Plaza, 17W110 W 22nd St #250, Oakbrook Terrace, IL	Financial planner	—	Claimed
34382 Carpenters Way Suite 5, Lewes, DE	Financial planner	—	Claimed

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