Wealth Management

At MainLine Private Wealth, we believe that our approach to comprehensive client service is critical to the ideal client experience.  We provide you with a highly sophisticated investment process and reporting capabilities, while maintaining the client-centered responsiveness of a small firm.

Our firm provides a full suite of services to our clients. From the initial meeting to ongoing reporting, we provide you with wealth planning and investment advice for every potential financial obstacle you may face.  This enables us to have a better understanding as we prepare solutions to achieve your goals.  Our aim is to develop a truly custom investment strategy that incorporates your financial and non-financial objectives, assesses your tolerance for risk and evolves as your needs change and life unfolds.

Evaluating each client’s assets holistically is vital to the MainLine Private Wealth investment process. Our approach ensures that each element of a client’s financial life is closely reviewed, discussed, and understood in order to employ a fully comprehensive strategy. This process is defined by:

Discovery – In a series of meetings, MainLine Private Wealth will gather all relevant financial information in order to comprehensively evaluate your financial life.  Our team will rigorously analyze all available information so that we can provide you with a comprehensive and individualized plan.

Planning – MainLine Private Wealth’s team of experienced analysts and investment professionals works with each client to determine the appropriate plan of action.  Throughout this process, we attempt to understand your unique time horizon, risk tolerance, goals and objectives.  Our discussion includes asset management and allocation, detailed financial planning and cash flow analysis.  Many clients also require a more in-depth review of estate and charitable planning endeavors, as well as tax and income related discussions.  From these candid discussions, we are able to provide detailed analytics that will enable you to plot the course as you move forward.

Execution – Establishing an individualized plan for each client is critical before MainLine Private Wealth’s team begins the execution process.  Once consensus has been built around the best course of action, our team can begin the process of reallocating your portfolio in order to meet your goals and objectives.

Investing in securities involves risk, including the possible loss of principal.  There is no guarantee that goals and objectives will be achieved.