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Experience • Knowledge
Wisdom • Integrity
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Comprehensive investment and wealth management services for affluent families and corporations |
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Honor Roll Five Star Advisor with the Paladin Registry |
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Listed as a top 250 Wealth Manager in America in Worth magazine in 2008 |
My staff and I have been offering our clients personalized financial strategies for more than 24 years. During that time, we have established a considerable reputation for providing professional and knowledgeable advice in many areas of financial services including cash management, asset protection, risk management, retirement plans and estate planning. No matter where life takes you, you can depend on us to be there, analyzing your needs and adapting your planning to achieve your goals.
Our role is to help our clients lead more financially secure lives. We provide personalized tailored recommendations that act as a road map to achieve your financial goals. We are independent with an open architecture, which means we are not limited in our use of vendors for solutions or obligated to use proprietary products. Your interests always come first. Our philosophy is to educate and empower our clients, maintaining a high level of commitment to service, knowledge, disclosure and integrity. Our biggest impact may be the peace of mind that comes with a continuously monitored comprehensive financial program.
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Areas of Focus
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Map
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Securities and investment advisory services offered through Walnut Sreet Securities, Inc. (Member FINRA/SIPC), a registered investment advisor.
Securities and investment advisory services offered through Walnut Street Securities, Inc. (WSS)(FINRA/SIPC), a registered investment advisor. Prudent Wealth Management, Inc. is not affiliated with WSS. The Five Star award is granted by Crescendo, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer. The Paladin Registry Five Star Advisor ranking is based on criteria determined by the Paladin Registry, years of financial services experience, education, number of industry degrees/designations, clean compliance/regulatory record and industry licenses & registrations. Inclusion in the Paladin Registry is not an endorsement of the advisor by the Paladin Registry, nor is it indicative of the future performance or quality of investment advice provided by the advisor. For additional information please visit the paladin website at
www.paladinregistry.com/external/whypaladin/why_select.php. L0811203447[exp0312].
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
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