Making a meaningful difference in the financial lives of our clients and their families....
With over 40 years of experience, our goal is to provide you with comprehensive financial planning, investment management and retirement planning, so you can focus your time and energy on what matters to you most.
With more than 40 years of experience working with and advising clients on many different financial issues, We place a strong emphasis on financial education, and we strive to empower our clients with the tools and resources that help create financial success and freedom. Clients choose us because of our strong investment process and our high level of customer service and communication. We are extremely grateful for the ongoing loyalty of our clients, and we will continue to do everything in our power that is necessary to deserve that loyalty.provides big-firm resources coupled with small-firm attention. Our staff of financial planners live and work in Central PA. We understand the needs of Central Pennsylvania residents and identify with the unique situations of each family.
From investment management to retirement planning, our financial planners offerthat is personally tailored to each client. Your financial future is in your hands, and you must be proactive to ensure that your family is supported through all of the big moments of life.
Our retirement planning strategy is built to withstand today’s rapidly changing world, helping to keep you on track for financial well-being, even in volatile markets. Additionally, our asset management services can complement a portfolio that is already in place, or help you to build a strong financial foundation from the ground up.
As Benjamin Franklin once said, "If you fail to plan, you are planning to fail." Don't leave your future to chance. Contact us today for a future well planned.
Are you concerned with your tax liabilities? For information on tax-free income, reducing taxes on Social Security, deferring taxes on retirement funds and general tax planning techniques, give us a call or contact us today.
Your golden years shouldn’t be undercut with worrying about how to make ends meet. Talk to us today about making the most of your retirement planning.
Volatility is the enemy of the investor, leading many to rash decisions based on emotion. A written plan with parameters for return objectives and volatility levels can go a long way to producing a successful investing experience.
APS Wealth Management was formed to provide members of our community with reliable financial services. Our independence allows us to give priority to the needs and objectives of our clients while our advisors’ association with Raymond James provides us with the support and resources of a larger firm.