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215.699.1050 | calendly.com/mcwealth

OUR ADDRESS

1816 West Point Pike

Suite 129,

Lansdale, PA  19446

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC(www.finra.org), (www.sipc.com) to residents of: DE, FL, MN, NC, NJ, PA. Cambridge and McReynold's Wealth Management are not affiliated."

 Advanced Level Tax Planning, Income Tax Preparation, Life Coaching & Time Management Consulting Services, and Fixed Insurance Products and Services are separate and unrelated to Cambridge Investment Research. Cambridge Investment Research does not offer tax advice.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.  

McReynolds Wealth Management was founded with the principle of TRUST, LEADERSHIP, INGENUITY and DISCIPLINE. George and his team work with clients to help them determine where they are now and where they are headed as they move to and through retirement. They then develop a comprehensive plan to help get clients to their long-term financial goals.

George McReynolds, CFP® RFC®

Financial Advisor, Chief Tax Strategist

George is a CERTIFIED FINANCIAL PLANNER professional, Registered

Financial Consultant and author of the personal finance book, “Prosperity By Design: How to make great financial decisions.”

He is an active public speaker and an often-quoted media resource for mortgage,

tax, real estate and personal finance topics as well as time management and personal growth. George has been quoted by CNN-fn, Bank Rate Monitor, Financial Planning Magazine and Broker Magazine.

George is an active member of the National Association of Tax Professionals, The

International Association of Registered Financial Consultants and Montgomery County Estate Planning Council.

Education

George is a graduate of the College for Financial Planning. He attended Penn State University, Central Texas

College and Immaculata University. He graduated from the Institute of Business and Finance receiving the CFS

designation and he attended the Schlichter-Kratz Real Estate Institute.  George has completed advanced education in proactive Tax Planning Strategies through the CTC Tax Planning Academy. He has also completed advanced education in Employee Stock Option Planning by completing the three part Net Worth Institute -High Value Stock Option Planning workshops.  George maintains his high level of knowledge through a minimum of 40 hours of continuing education every  year required by the IARFC; 30 hours every two years required by the CFP Board of Standards and the Pa.  Insurance Dept.  George also completes 18 hours of tax training required by the IRS Annual Filing Season Program.  

George subscribes to the Code of Ethics of the CFP Board of Standards, which requires that every client be

provided with Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence.

A Rich History of Trust, Service and Courage

George served with the US Army and was awarded the Army Commendation Medal. He served on the security

detail for the Supreme Allied Commander at NATO headquarters in Belgium and achieved a secret security clearance.

He maintained his secret clearance while serving with an Army Intelligence Unit in the Reserves. He graduated

with high honors from both the First Army Intelligence School at Fort Bragg, NC and the Military Police School at

Fort McClellan, AL. He completed an Outward Bound type leadership and mountain climbing program in the German

Alps.

While serving as a paramedic and police officer, he was awarded three commendations and is credited with

saving the lives of 13 people in separate instances. He graduated first in his class from the Pennsylvania State Police

Academy. He also served on a police SWAT team and as a self-defense, first aid and rappelling instructor

Sam Kalisky 

Paraplanner

Data-driven financial professional focusing on growing skills, certifications and competencies while helping clients make sense of wealth management.

Education

Bachelor of Science in Business Administration: Finance, University of Pittsburgh Pittsburgh, PA

• CFA Level II Candidate

 Sam excels at the organizational and strategic activities that make a wealth management practice run efficiently and with an eye toward constant improvement. His outside-the-box thinking, combined with his respect for due diligence ensure he’s providing the best financial services for every client, every time.