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Wealth Management Careers in Plymouth Meeting, PA

Wealth Management
  • Founded

    1994

  • No. of Employees

    Myself Only

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Wealth Management

Fee-only financial planning and advice. Kevin Brosious, MBA, CPA/PFS, CFP, President. What Wealth Management Inc. Offers: Fiduciary objectivity and independence Asset management services using no-load, commission-free investments Retainer services Hourly or project services Comprehensive financial plans Straightforward, objective recommendations for investment strategy and selection Second opinion of your current investments and financial strategy Convenient, flexible hours and location Specialties Pre-retiree and retiree planning, Executive compensation issues, Physician compensation issues

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