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Contact Us About Our Services!

Tel: (484) 264-6270 (PA)
        (908) 864-7994 (NJ)

Fax: (610) 628-4773


Office Locations:
1275 Glenlivet Drive
Suite 100
Allentown, PA 18106
Map / Directions

600 West Germantown Pike
Suite 400
Plymouth Meeting, PA 19462
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150 N. Radnor Chester Rd.
Suite F-200
Radnor, PA 19087
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991 Highway 22
Suite 200
Bridgewater, NJ  08807 
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Financial Plans
Comprehensive financial plans that provide a clear roadmap for the client's financial future. Specific goals and needs are addressed, and the client is presented with several "what if" scenarios. The plan itself is easy to read, written in plain English with clear action plans. All financial plans cover the following areas, as applicable: asset class and fund allocation, retirement planning, Social Security benefit maximization, tax planning, education planning, insurance planning, cash management, and estate planning.

Asset Management Services
This service provides clients with initial design, ongoing review, and monitoring of their investment portfolios as well as annual plan updates. Your risk tolerance, goals, tax position, time horizon and cash flows are all considered in constructing a written investment policy statement (IPS) specifically designed for your unique situation. We believe that efficient tax management is a crucial part of portfolio design and determination of how much spendable money you can withdraw from your portfolio and how sustainable your spending can be. We prefer to use low cost, no load index funds that are designed to maximize your returns and minimize your costs.

IRA/401k/403b Rollovers: Unfortunately, 45% of workers that leave their jobs, elect a cash distribution from their employer sponsored retirement plans. The truth is that cashing out your deferred retirement plan can cost you as much as 40% in taxes and penalties. Let WMI transfer your assets to an IRA Rollover and maintain your tax-deferred status. Roll your IRA, 401k, 403b or other retirement plan into a Rollover IRA and get flexible investment choices while your investments continue to grow tax deferred.

Hourly Services:
Great for clients that need help maximizing their Social Security Benefits, and/or for self-directed investors who may simply need a second opinion regarding the state of their financial affairs. Young couples and individuals who may be just starting to build for their financial futures, and/or middle-income Americans who may have been turned away from traditional wealth management and financial planning firms because they did not meet the account and net worth minimums imposed. In addition, because we work solely for our clients on a Fee-Only basis, there are no third-party agendas to cloud our thinking.

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