A Partner in Life for Your Life Changing Events

At Pennsylvania Capital Management we partner with successful families and individuals to deliver Financial Planning Solutions and Investment Guidance; throughout the life-changing events they experience while providing comfort, confidence and clarity.

Fiduciary Wealth Management

Financial Planning

Estate Planning

World-Class Guidance

Our success is measured by the attainment of your family's important financial goals.

As your professional fiduciary planner, 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're here to make sure you get what you want out of life.

Financial Planning

Financial Planning

Financial Planning is a part of our comprehensive approach to wealth management. We’ll craft your personal plan just for you.

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Financial Planning

Estate Planning

Estate Planning is a part of our comprehensive approach to wealth management. Your entire family will be in safe hands.

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Financial Planning

Expert Negotiation

PCM Advisors is on your team and will negotiate on your behalf to ensure you recieve the best value.

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Financial Planning

Business Planning

You’ve worked hard for what you’ve achieved. All aspects of that business can be protected and successful.

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Financial Planning

Comprehensive Wealth Management

You are the focus of everything we do, and Comprehensive Wealth Management is the core pathway to your successful future.

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Financial Planning

Investor Education

We believe that an educated investor is a powerful investor. Here, we will aid you in understanding your future.

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Whatever journey you're on...we're with you.

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I want to travel the world.

I want to retire early with peace of mind.

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I want to feel secure about our health care needs as we get older.

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I want to turn over our family business to my children.

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I want to start a new philanthropic foundation

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I want to be sure my kids have a great college experience.

wealth management team

Our Team

World Class Guidance

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.

The strategic partnership that will help you make lots more money and create your ideal life

Who's On Your Dream Team?

Live The Life You Want!

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What happens when the world around you is spinning with so many questions, hurdles, and problems? How do you get to live the life you have always dreamed of—and reach the goals that you and your family desire? The answer, says author Irvin Schorsch, is through finding the right kind of family-focused fiduciary firm that can be a trusted partner to help you in all aspects of life.

Who’s On Your Dream Team? will show you how the right kind of fiduciary firm can help you increase your wealth, decrease your stress, and take charge of your time to ensure you meet all of your goals and live the life you’ve always wanted.

More by Irvin Schorsch

Reinvent Rich

How to Make More Money, More Moments, and More Meaning in Life

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We live in a world of false financial promises (Hello, Powerball!) and day-to-day temptations (You could buy a house with all you've spent at the coffee shop!) that threaten the long-term security of our bank accounts. But we also have a great opportunity to increase our income, to spend money on things that truly make us happy, and to build our family's fortune.

In Reinvent Rich, Irvin Schorsch gives you the inside scoop on how to live a happy, satisfied, AND lucrative life. He takes a holistic approach to finances by explaining the relationship between money, life satisfaction, and having the financial freedom to follow your passions.

Meet The Founder

“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

Irvin G. Schorsch III

Contact Us

Pennsylvania Capital Management
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
United States

hello@pcmadvisors.com

1.800.788.4400

About 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.

Business Hours

We welcome the opportunity to support you anytime you might need us. We are open from:

Monday - Friday: 8:00AM - 5:00PM (EST)
Saturday: Closed
Sunday: Closed

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