The Philadelphia Wealth Management Company Email Format
Financial ServicesPennsylvania, United States0-1 Employees
"Your Wealth...Well Managed" With more than 40 years of combined experience, The Philadelphia Wealth Management Company specializes in retirement and estate planning strategies as well as distribution and wealth transfer. Having worked together for the past decade, we have built our practice through client introductions stemming from our unique VIP client experience. By leveraging technology and utilizing our team-oriented approach, our ultimate goal is to financially guide you and your family across generations. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. The Philadelphia Wealth Management Company is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.] AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://go.axa.com/20pZ8pWACS 112153 (03/16)(exp. 03/18)