WHAT TO EXPECT

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. 

Our planning process starts with a Discovery Meeting where we will analyze and review your needs.  We will work with you to identify and prioritize your objectives, determine your risk level and then help establish benchmark goals.

We will analyze and consider all aspects of your current situation to determine what you need to achieve your goals.  We will design a plan that is unique to you that will include:  Risk Management, Lifestyle Planning, Tax Management, and Legacy Planning.   Our financial plans address what most clients want to know "Will I have more money coming in than going out?"

We will implement a momentum style or fact-based strategy to manage your investments.  We continually analyze the charts and fundamentals of the overall markets to make the best recommendations for your financial plan.

We will provide ongoing service as your needs and situation change over time.  Planning is not a one-shot deal.  Strategies need to be adjusted as your life changes.  We will work with you over the years to help keep your financial plan on track with your changing needs

DISCOVERY

DESIGN

PRESENT

COACH

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215.699.1050 | calendly.com/mcwealth

OUR ADDRESS

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.