 |
|
|
Strength and Independence
 |
Comprehensive and customized financial plans to suit your specific needs |
|
Concise periodic reviews designed to monitor your progress |
|
Corporate retirement plan consulting and management services |
Wealth Advisory Services is an independent investment company with highly experienced wealth managers who care about your financial well-being. We are committed to helping individuals, families and businesses in the Greater Philadelphia area work toward growing and helping to preserve their financial assets in order to live life according to their terms.
At Wealth Advisory Services, we believe that experience and trust — and the accountability they imply — are the cornerstones of any successful relationship. Our goal is to help our clients feel confident and optimistic about the future and have the confidence that a team of experienced advisors are looking out for their best interests. Our senior level professionals spend time to get to know our clients and learn about their individual needs and goals, and then develop a plan specifically for them. Our advice is unique to each investor’s goals and financial circumstances. We have a profound respect for our clients and work hard to build lasting and trusting relationships with each of them.
|
Areas of Focus
| | | Investments |
|
Map
Click and drag
|
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Financial Planning through Wealth Advisory Services.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 120,500 consumers) and registered financial services representatives (over 9,000 financial services professionals) to evaluate the approximately 20,500 wealth managers in the Philadelphia area (includes the state of Pennsylvania; Camden, Burlington, and Gloucester counties in the state of New Jersey; and New Castle County in the state of Delaware). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Philadelphia area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Philadelphia magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
|
|