Merit | Newtown, PA

Contact

Phone: 866.296.8156


Location

538 Durham Rd.
Unit F
Newtown, PA 18940

Services Offered

  • Financial Planning
    • Wealth Enhancement
    • Wealth Transfer
    • Estate Planning
    • Estate Administration
      • Tax planning/strategies
      • Retirement Planning
    • Life Transitions
    • Charitable Giving
  • Risk Management
    • Wealth Protection
    • Insurance gap analysis
  • Investment Management
    • Portfolio Performance Analysis
    • Risk tolerance
    • Asset Allocation
    • Withdrawal Strategies
    • Concentrated stock divestiture strategies
    • Comprehensive investment analysis
  • Concierge Services which Include:
    • Coordination with Other Professionals
    • Proactive Family Meetings

Our Team

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.