COMPREHENSIVE GUIDANCE
TO SUPPORT YOUR NEEDS
Our family of clients are a diverse group ranging from individuals and families to businesses.
While every client is unique, the common thread which connects them back to us is the need for a lifelong financial plan.
Using your unique dreams, we will craft a plan with the purpose of getting you there, even when they change along the journey.
Families and Individuals
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
Independent Women
We understand the set of challenges and demands women experience throughout their lives. Although these challenges are unique and personal, there is ubiquity threaded within them which we are intimately familiar. When you face these transitions, we will be the support system to listen to your concerns and to guide you towards receiving the best answers of your questions. As your life changes, we understand that your needs may too.
Retirees
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Professional Athletes
Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.
Let’s Start a Conversation
Visit Us
550 Pinetown Road, Suite 314
Fort Washington, PA 19034
Call Us
Telephone: 267.470.4109
Fax: 267-443-1270
Email Us
Peter.Gutekunst@RaymondJames.com