Wealth Management Services is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (717) 533-3020. We look forward to hearing from you.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A quick look at how federal income taxes work.
This worksheet can help you estimate the costs of a four-year college program.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
With alternative investments, it’s critical to sort through the complexity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.