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 (610) 989-3900

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Individuals

We recognize that wealth is more than money. True prosperity is the freedom and ability to accomplish the things that are most important to you, and prudent wealth management helps you get there.

The financial markets are more complex today, requiring effective strategies for preserving and growing wealth. Our clients appreciate the depth of our experience, resources, and industry expertise.

At Kathmere Capital Management, you are the CEO and we serve as your CFO. In that role, we work closely with you to create and implement a plan that's personalized to your specific needs, concerns, and goals.

Services:

  • Financial Planning
  • Investment Management
  • Education Planning
  • Retirement Planning
  • Retirement Income Strategies
  • Tax Minimization Strategies
  • Employee Stock Option Strategies
  • Estate and Legacy Planning
  • Life Insurance / Disability Insurance / Long Term Care Insurance