From the first conversation we want to understand who our clients are and what's most important to them.   We believe that wealth management is more than providing advice about your money. It's about relationships, not salesmanship.  It's about standing alongside you, treating  you as a human being not a sales quota or faceless name.  It's about gaining your trust and knowing that we are always working for you and with you, not around you.   It's about building successful relationships through consistent communication and  active listening. 

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215.699.1050 | calendly.com/mcwealth


1816 West Point Pike

Suite 129,

Lansdale, PA  19446

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 Protective Wealthcare 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.