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; Prior to, During and After the Life-changing Events they experience while providing Comfort, Confidence and Clarity.

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Our Success is Measured by the Attainment of your Family's Important Financial 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 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.

  • 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.

    Meet the Team    Contact Us   

Our Clients

What makes our clients special?


If any of these resonate with you, we encourage you to set up your Discovery Meeting, so we can learn what's most important to you.

Schedule Discovery Call

PCM RECENT NEWS

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My parents need my time and money, but so do my kids. How do I allocate my resources between the two?
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  • “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

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