Our Team
Constable Wealth Management's client service philosophy is simple – focus on the client. Todd, Claudette and Brandon, along with Private Client Associates, Karen and Joe, work together to ensure that each client is educated on the current events of the markets and how they may have an effect on his or her financial situation. We make recommendations to our clients that are aligned with our clients risk tolerance and objectives.Using a highly personalized approach to client service, we strive to fully learn each of our clients’ financial goals. From saving for a child's education to retirement income planning, we can make recommendations with each client’s unique situation in mind.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
5 top cybercrime trends — And how to combat them
Cybercrime is one of the risks of today's digital world. Learn more about what's happening in cyberspace today and be sure to think before you click.
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Office Information
Phone:
Toll-free:
Fax:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.