Our Philosophy

The cornerstone of MainLine Private Wealth’s philosophy is you, the client.  We put the client first in everything we do, from understanding your goals and objectives, to developing a responsive investment strategy, to creating transparency in the relationship we develop, to providing honest communications and reporting.

• Communication is critical to a successful client relationship. Especially in the initial stages, we listen to you in order to gain a thorough understanding of your goals and objectives, your needs and even your fears and aspirations.  We know the importance of our first steps together because without a strong foundation we cannot bring our clients the service we promise.  As we develop an investment strategy, we continue a high level of interaction with our clients in order to develop a plan with you, from the bottom up, not to impose it from the top down.
• Rather than try to predict and direct those things we cannot control, MainLine Private Wealth focuses on the variables impacting portfolio performance that we do have the ability to influence: asset allocation, diversification, discipline, tax efficiency and fees.  We employ a fundamentally passive approach in a totally open architecture environment.  Our firm works to achieve the delicate balance between maintaining this strong core investment strategy and utilizing some of the most current academic research.
• We are fiduciaries first and foremost because our culture compels it. As a federally registered investment adviser, the law demands it as well.  Simply put, in our view the client’s interests always come first – ahead of our own.  We practice complete transparency and our only fees are those we disclose to you clearly, in writing.  If any conflicts of interest exist, we disclose them so that you can make the best investment decisions for yourself.
• We understand that a new generation of investors sometimes desires to take a more active role in their own investment management. We provide such investors with highly customized solutions and help them view risk in new and creative ways, assisting them in navigating an increasingly complex and challenging investment arena.  In short, we help to empower you to take a more active role in managing your own financial destinies.

MainLine Private Wealth employs a client-centered philosophy, a fiduciary approach, a fundamental strategy backed by decades of academic research and a commitment to an extraordinary client experience while providing state-of-the-art analytics, due diligence and reporting. Learn what peace of mind feels like with MainLine Private Wealth.