Wealth Advisory Services

INDEPENDENT Wealth Advisory Services is an independent wealth advisory firm which means that we make portfolio decisions based on our clients unique needs. Unlike some larger, Wall Street firms who compensate their advisors based on using certain products, we dont operate that way. We work for our clients and their best interests 100 percent of the time. CLIENT-FOCUSED Our clients never have to wonder how their portfolios are doing or what actions they should be taking based on changing life circumstances. We proactively manage our clients accounts and strive for transparency and easy communications. We are committed to helping individuals and families in the Greater Philadelphia area grow and protect their financial assets in order to live life according to their terms. EXPERIENCED The founding Partners of Wealth Advisory Services each gained over 20 years of wealth advisory experience working for a large, Wall Street investment firm. For our clients, experience combined ...