Your Journey Starts Here
Let our professional wealth advisors be your tour guides for life, offering expert guidance across every facet of your financial journey.
Wherever life takes you, from planning for early retirement to starting and growing a business to traveling the world, our fiduciary financial advisors are dedicated to securing your financial future with confidence and peace of mind. We’ll help you…
Reach your short-term financial goals.
Achieve your short-term financial goals with expert guidance designed for high income earners. Our fiduciary financial advisors will provide bespoke budgeting and lifestyle guidance. We can help you navigate your financial journey with confidence and precision by…
- Developing a budget and lifestyle spending guidelines [Read Article]
- Negotiating and purchasing big-ticket items [Read Article]
- Implementing tax-efficient strategies to increase available funds [Read Article]
- Advising on keeping enough liquid assets for short-term needs [Watch Video]
- Protecting against costly unforeseen events using insurance coverage [Watch Video]
Achieve long-term financial success.
Secure your financial future with our long-term planning services. Our fiduciary investment advisors will craft personalized retirement plans, investment strategies, and estate plans. Trust us to guide you towards enduring financial success and stability by…
- Developing a customized retirement plan [Read Article]
- Creating a diversified investment portfolio [Read Article]
- Advising on charitable giving to maximize impact [Watch Video]
- Setting up estate and legacy plans [Read Article]
- Regularly reviewing and adjusting long-term financial plans to meet your goals [Read Article]
Find freedom in your daily life.
Experience true freedom in your daily life as our team handles your financial and everyday complexities. Enjoy peace of mind knowing your wealth is expertly managed, allowing you to focus on what truly matters as we also assist you by…
- Creating passive income opportunities, such as real estate investing [Read Article]
- Challenging traditional thinking to boost health, wellness, and wealth [Read Article]
- Providing access to our Vetted Professional Network [Read Article]
- Exploring alternative investments, such as vehicles, art, or antiques
- Keeping you up to date on the latest developments in finance [Read Article]
Start and grow successful businesses.
Launch and expand your business ventures with our expert guidance tailored for high-net-worth individuals. Our fiduciary financial advisors will provide comprehensive business planning and expansion services. Trust us to support your entrepreneurial journey and drive your business success by…
- Supporting your transition from the corporate world to being your own boss [Read Article]
- Providing fiduciary advice on potential opportunities and risks [Listen to Podcast]
- Keeping you compliant with local, state, and federal tax regulations
- Facilitating introductions to potential investors or business partners [Listen to Podcast]
- Regularly reviewing business performance against goals and benchmarks [Listen to Podcast]
Live the life you want in retirement.
Live the life you want in retirement with our specialized planning services for high-net-worth individuals. Our professional wealth advisors will design personalized retirement strategies that ensure financial security, allowing you to enjoy your golden years with confidence by…
- Retiring early knowing you have everything you need to fund your lifestyle [Watch Video]
- Keeping more of your hard-earned money via high income tax strategies
- Volunteering for a cause you believe in
- Realizing your dreams, from traveling the world to pursuing your hobbies [Read Article]
- Planning for future health care needs to feel more secure as you age [Watch Video]
Leave a legacy for future generations.
Ensure your legacy endures for future generations with our specialized estate planning services. Our team will create customized strategies to preserve and transfer your wealth efficiently. Let us help you make a lasting impact and provide for those you care about most by…
- Teaching your children and grandchildren about money and finances [Read Article]
- Setting your children and grandchildren up for financial success [Listen to Podcast]
- Designing a succession plan for your family business
- Fostering open communication with heirs and beneficiaries [Read Article]
- Helping you start a new philanthropic foundation
Contact Us
Pennsylvania Capital Management
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
United States
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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