Wealth Management
Our wealth management process focuses on achieving financial goals, with an emphasis on retirement income planning. We also offer guidance with estate planning, charitable giving, education funding, insurance, real estate and other unique circumstances.
Atwater Malick provides wealth management as part of our investment management relationships. We charge a fee based on the value of a client’s portfolio. We believe this compensation model encourages long-term relationships and ensures that we align our financial incentives with each client’s long-term financial goals.
Our team is committed to partnering with clients to create a customized wealth management strategy that aligns with your goals and aspirations. We are your partners, and we bring our experience to clients to create an enduring strategy based on trust and transparency.
We are a fiduciary firm, which requires us to put our clients’ interests ahead of our own. In the event we have conflicts of interest, we have policies and procedures in place to help mitigate these with an overwhelming focus on serving our clients and their best interests.
Want to learn more?
Contact us and take the first step to building your unique financial plan.
