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.
We offer customized, non-proprietary solutions solely in our Clients’ best interest.CFP.net
A personalized approach offering a fee-only, “Fiduciary Standard of Care” for our clients.AICPA.org
We have the necessary ability, experience and skill to help you achieve your financial goals.CPA/PFS Exam
Cost and tax efficient portfolio construction and ongoing management based on your risk tolerance, time horizon and cash flow requirements.
Stand alone or part of a Portfolio Management engagement, our comprehensive financial plans provide a clear roadmap to help you achieve your financial goals.
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.