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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Apps that help small business owners better manage and grow their business.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Five phases to changing unhealthy behaviors.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Your credit score may influence how much you pay for auto and home insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.