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Wealth Management, Inc.

Wealth Management, Inc. (WMI), is a Fee-Only financial planning and investment management firm with offices in Allentown and Plymouth Meeting in Pennsylvania and Bridgewater, New Jersey. WMI is registered as an investment advisor with the Pennsylvania Securities Commission and the New Jersey Bureau of Securities.

WMI is an independent investment advisor, not affiliated with any Wall Street firms, banks or insurance companies. WMI provides services on a Fee-Only basis, as part of a long-term advisory relationship or as a onetime project. As an independent investment advisor, WMI is bound to the fiduciary standard. Acting as a fiduciary means that we must act in our clients’ best interest at all times.

Because of how WMI is structured, you can eliminate financial doubts, establish a trusting relationship and plan to achieve your financial goals with peace of mind.

MEET YOUR ADVISOR

Independent

Independent

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

CFP.net
Trust

Trust

A personalized approach offering a fee-only, “Fiduciary Standard of Care” for our clients.

AICPA.org
Competent

Competent

We have the necessary ability, experience and skill to help you achieve your financial goals.

CPA/PFS Exam

Our Services

Portfolio Management

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Cost and tax efficient portfolio construction and ongoing management based on your risk tolerance, time horizon and cash flow requirements.

Financial Planning

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Stand alone or part of a Portfolio Management engagement, our comprehensive financial plans provide a clear roadmap to help you achieve your financial goals.

Hourly Advice

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Independent, objective advice for clients with specific financial planning questions. Also, a great option for young professionals just starting their careers and in need of some direction.

Who We Serve

Although not an exhaustive list, we mainly provide services to medical and corporate professionals, and retirees.

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Healthcare Professionals


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Corporate Professionals & Executives


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Retirees and Pre-Retirees


Financial Quotes

  • Wealth is the ability to fully experience life.

    Henry David Thoreau
  • How many millionaires do you know who have become wealthy by investing in savings accounts?
    I rest my case.

    Robert G. Allen
  • The avoidance of taxes is the only intellectual pursuit that still carriers any reward.

    John Maynard Keynes
  • A nickel ain’t worth a dime anymore.

    Yogi Berra

Get in Touch

Wealth Management, Inc. (WMI)
See Office Locations
(484) 264-6270 (PA) | (908) 864-7994 (NJ)
kevin@wealthmanagement1.com


complimentary 'get acquainted' meeting