Governor Tom Wolf has ordered that all non-life sustaining businesses in Pennsylvania close their physical locations.
Until further notice we will be working remotely taking calls, listening to voicemails, checking email and continuing to offer the quality customer service you have come to appreciate.
Thank you and stay safe!

I wanted to briefly reach out regarding the recent market volatility.

We understand that amidst market uncertainty and the 24-hour news cycle, you may be feeling uneasy. If you'd like to have a conversation about this, please call us at (610) 367-9000 and we can discuss your concerns. If I'm not available right when you call, it would be helpful to have your calendar handy, so we can schedule a time to connect.

While it's normal to be concerned in a time like this, it does not necessarily mean action is needed.

I encourage you to ask yourself the following questions:

1. Have my financial goals changed?

2. Has my risk tolerance changed?

3. Has my investing time horizon changed?

We carefully consider your financial goals, risk tolerance and time horizon when making investment recommendations. If you answered 'Yes' to any of the above questions, we'd welcome a further conversation. If you answered 'No', but would still like to connect, please don't hesitate to call us.

As always, we are here for you. Please let us know how we can help.