Comprehensive Wealth Management
Our Services
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.
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.
Including:
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.
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