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.
How Income Taxes Work
A quick look at how federal income taxes work.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Five strategies for managing your student debt.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
To choose a plan, it’s important to ask yourself four key questions.
Five phases to changing unhealthy behaviors.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Make your retirement as exciting as your next vacation.
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?
Even low inflation rates can pose a threat to investment returns.
When should you take your Social Security benefit?