At APS Wealth Management, we help families and business owners in the Central Pennsylvania area by providing comprehensive financial planning, including investment management and retirement planning, so they can focus their time and energy on what matters most to them.

We utilize a detailed process to create a personalized plan designed to address your needs now and for years to come.

  • First, in consultation with you, we will evaluate your financial picture, both present and future.
  • Second, we will design a customized plan for the management of your portfolio. The management of your portfolio will be guided by a personalized, written Investment Policy Statement.
  • Third, we will implement and monitor the management of your portfolio making adjustments consistent with the parameters in your Investment Policy.
  • Fourth, we will meet with you periodically to review the performance of your portfolio and your overall financial situation.

Here is an overview of some of the services we provide for our clients.

Wealth Management Image For Certified Financial Planners - APS Wealth ManagementFinancial Planning
Your financial future is important. Don’t trust it to just anyone.

Retirement Planning
In today’s rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.

Asset Management
Discover the benefits of professional asset management.

College Planning
What will it take to deliver the dream?

401(k)
What to expect from your 401(k) advisor.

Estate Planning
Trust services for the preservation of assets and the fulfillment of wishes.

Stocks
How do stocks fit into my financial plan?

Bonds
Are bonds right for you?

Mutual Funds
Your purchasing power at work.

Insurance and Annuities
Preparing for the unexpected may start with quality insurance alternatives.

Asset Allocation
Asset allocation versus diversification – what’s the difference?

Identity Theft
The more you know about identity theft, the better you can protect yourself.