Comprehensive Wealth Management

Comprehensive Wealth Management

Powerful, Holistic Planning

Comprehensive Wealth Management is the core strategy in blending your personal life with our signature expertise to aid you in the accomplishment of your most profound desires and goals.

comprehensive wealth planning

Investment Consulting

At PCM, we manage and integrate all of the financial aspects of life to maximize the probability of clients achieving all that is important to them.


Portfolio performance analysis

Risk evaluation

Asset allocation

Assessment of impact of costs

Assessment of impact of taxes

Investment policy statement

Advanced Planning

At PCM, our advanced planning services encompass the following activities:

Wealth Enhancement: tax mitigation and cash flow planning

Wealth Transfer: transferring wealth effectively - both within and outside of the family

Wealth Protection: risk mitigation, legal structures and transferring risk to an insurance company

Charitable Giving: maximizing charitable impact

Relationship Management

PCM has a partnership style agreement with each client. Our goal is to ensure that the client’s priorities remain our primary focus as their lives change. In addition, we have regular and ongoing discussions and meetings committed to delivering advice and a sounding board to their family.

Schedule a complimentary Introductory Call with one of our financial professionals today!

Contact Us

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


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

Scroll to Top