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 mission is to be the Wealth Management Firm that families & individuals want to Partner with, providing solutions & guidance to life changing events that impact our clients financial health.
We do this because we are passionate about making a difference in people’s lives in the world. Seeing the excitement, joy, and satisfaction on the faces of our clients when our work positively impacts their financial health is what motivates us.
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.
Meet the Team Contact Us
We collaborate with accomplished individuals and families to ensure the attainment of their life goals.
Our clients have worked hard to reach success in life, and they care deeply about protecting their legacy.
Our clients work to live; they don’t live to work. They have a myriad of passions and interests outside of work.
They are generous with their time and money, giving charitably to support many important causes.
“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.”
