Wealth Management

Wealth Management

Independent advice for a sound financial future

Finding independent, unbiased advice about your financial future can be challenging. Our experienced team of Certified Financial Planners™, personal financial planning specialists and certified public accountants is ready to help you develop investment strategies that match your individual financial goals and risk tolerance.

We’ll build a strategic asset allocation model based on your needs, and then use that model to guide your investment selections. We’ll find the funds and individual securities that will work best for you. We have no proprietary interest in security providers, so you can be sure you’re getting independent, unbiased counsel.
Developing a comprehensive plan is essential to achieving financial independence.

We offer a variety of financial planning services, including:

  • Investment management and monitoring services
  • Retirement planning
  • Business succession planning
  • Charitable gift planning
  • Estate planning
  • Income tax planning
  • Education planning for children
  • Long-term care planning

ParenteBeard Wealth Management LLC is a Securities and Exchange Commission-registered investment adviser and is an affiliate of ParenteBeard LLC.

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Thomas K. Williams
2609 Keiser Blvd.
Wyomissing, PA 19610-3338
Phone: 610.927.4910
Fax: 610.927.9809