Pennsylvania Capital Management Inc

Investment Management, Financial Planners, Financial Planning Consultants

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Map & DirectionsDirections165 Township Line Rd Ste 1500Jenkintown, PA 19046 Write a ReviewWrite Review

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Places Near Jenkintown with Investment Management

Abington (3 miles)
Huntingdon Valley (7 miles)
Willow Grove (8 miles)
Pennsauken (12 miles)
Feasterville Trevose (12 miles)
Bala Cynwyd (13 miles)
Southampton (13 miles)
Bensalem (14 miles)
Ambler (14 miles)
Philadelphia (14 miles)

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Extra Phones: Phone: (215) 572-9511
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (215) 881-7700

Address: 165 Township Line Rd Ste 1500, Jenkintown, PA 19046

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Pennsylvania Capital Management Inc

Charitable Giving
At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning. Meet the Team Contact Us
Roth IRA
For this year, you can put $19,500 into a Roth IRA or 401k and get an extra $6,500 if you’re over the age of 50.

Investment Management
Shortly after our investment planning meeting, we mutually decide if our firm is the right fit for meeting your family’s needs. If we both decide that we are in agreement for meeting your family’s goals, we commit together towards achieving what is important to you and your family.
Bonds
Wealth Management
Pennsylvania Capital Management will function as your family’s personal CFO and Advisor on important issues in life. We work with successful families who are on their own personal journey, and help empower them by developing a clear road map together. Our mission is to be the Wealth Management Firm that families & individuals want to Partner with, providing solutions & guidance to life changing events that impact our clients financial health.

Accounting Services
Piggybacking off of the advice regarding budget planning and keeping track of your finances, it’s also important to practice good bookkeeping skills and be your own treasurer. Ultimately, how you manage your money is up to you. Some people are better at it than others, but doing something is always the best practice – and it’s even more important for people with a fixed or limited income.

Financial Planning
At Pennsylvania Capital Management we partner with successful families and individuals to deliver Financial Planning Solutions and Investment Guidance; throughout the life-changing events they experience while providing comfort, confidence and clarity.
Retirement Planning
There are a number of books you can read, and websites you can visit – there’s a lot of advice out there about retirement – but it’s important to get real-life experiences. One of my colleagues wanted to communicate that information based on the real-life experience he had. He thought ultimately, the first-hand knowledge about what to do in retirement would help people who ask questions regarding retirement and retirement planning.
Asset Management
Now, if you’re 100% into the markets, you may need a different strategy. That’s where you’d reconsider areas like asset allocation and make changes to operate with a more balanced portfolio so you’re not going to experience such intense losses if the stock market does take a downturn or stays in a downturn for a long time.

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