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Wealth Management, Inc
Fee-Only Financial Planning for All Americans
Wealth Management, Inc. (WMI), a member of The Garrett Planning Network, Inc., provides objective, Fee-Only financial planning services to a wide range of clients who come from all walks of life and backgrounds. We provide our services on a Fee-Only, hourly basis or as part of a long-term advisory relationship. We pride ourselves on our experience, service and sensitivity to client needs and wishes. WMI’s approach is based on the premise that each family, or individual, who comes to us, has unique aspirations, goals and financial concerns. We listen and learn from the client and once their needs are clearly defined, we develop financial plans to address those needs. As the financial concerns of the client are addressed, they can begin to transform their dreams into reality.
As Fee-Only advisors, we do not accept commissions or other compensation from product sales - our only consideration is putting the best interest of our clients uppermost in the relationship.
What We Offer
- As-needed financial planning on an hourly, Fee-Only basis
- Asset management services using no-load, commission-free investments
- Review of existing financial investments, wills and insurance policies
- Straightforward, objective recommendations for investment strategy and selection, college funding, debt reduction and retirement planning
- Referral to other trusted professionals for legal and accounting services when needed
- Second opinion of your current investments and financial strategy
- Convenient, flexible hours
Let’s get together and talk. Please contact us by telephone at 484-264-6270 or via Email at kevin@wealthmanagement1.com to schedule a free 30 minute get acquainted meeting.
WM
WMI
3652 Oakwood Trail
Allentown, PA 18103
484-264-6270
kevin@wealthmanagement1.com

COMPLIANCE DISCLOSURE:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kevin Brosious, Principal, Wealth Management (WMI), Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through WMI, a registered investment advisory firm in the state of Pennsylvania. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Pennsylvania. We are legally empowered to provide investment advisory services only to residents of Pennsylvania and on a very limited basis to individuals in some other states.
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