Our Team
By putting our clients’ needs ahead of all else, we are able to focus our efforts on helping clients fulfill their legacy and reach their financial goals. We accomplish this by listening to our clients’ needs and objectives and working hard to help exceed these expectations.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
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.
HOLIDAY GIVING CELEBRATION
Join us for a fun client appreciation open house including a donation drive for local charities, holiday treats and a few selfies at our festive photo station. We’d like to take this opportunity to thank you and to give back to our neighbors for the holidays.
Drop off donations anytime now up until December 14th.
Please consider bringing a food/pantry donation for the Whitehall Coplay Hunger Initiative or toys/crafts for the Reilly Children’s Hospital. List of suggestions below.
OPEN HOUSE CLIENT APPRECIATION ON DECEMBER 14TH | 4:00PM–7:00PM
Hot chocolate, apple cider and cookies all day! Everyone who donates an item will
receive a special gift bag of cookies, which will only be available for pick up on Dec. 14th.
SELFIE STATION FOR HOLIDAY PHOTOS ON DECEMBER 14TH | 4:00PM–7:00PM
Capture your holiday photos at our photo station. Special guest appearances from
Santa, his helpers and the Grinch.
WHITEHALL COPLAY HUNGER INITIATIVE
• Canned tuna
• Pasta (all types)
• Boxes of cereal
• Oatmeal
• Pancake Mix
• Syrup
• Canned corn
• Canned soup
REILLY CHILDREN’S HOSPITAL
(Items NOT wrapped, but in the original packaging–any opened packages or used toys will not be accepted)
• New stuffed animals and
Squishmallows
• Childrens PJ individually packaged
in gallon Ziploc bags with size and
gender indicated on package.
• Children’s band aids
• $25 gift cards (Wegmans, Giant,
Target, Amazon)
• Board games
• Travel size toiletries
• Activity bags
• Preschool 2-4 and School age 5-8:
crayons, color books, play-doh, bubbles, cards, dolls, action figures, cars, stickers, small craft kits,
• Tween and Teen 9 and older: colored pencils, coloring sheets, crafts, brainteasers, books, travel size games, word search, mad-libs.
CAN NOT ACCEPT:
x political or religious themed items
x homemade foods
x clothing other than PJs
x toys with small detachable parts
x violent themed items such as guns, swords, blood, violence
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
KLC Wealth Advisory
About Us
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.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.