Main Line Wealth Management & Associates - Exton
We are proud to announce a change to our team. GSL & Associates and The Wisman Group have decided to merge into one team, which will be one of the largest in the Philadelphia area. Our new team will be known under a new name, Main Line Wealth Management & Associates (MLWM & A).
Main Line Wealth Management & Associates (MLWM & A) is a skilled, experienced team of professionals. Our group is multifaceted and offers a range of investment services that extends well beyond traditional asset management services. We truly care about you and your financial well-being. We are committed to providing lifetime wealth care, meaning we are dedicated to advising you during each stage of your financial life.
Our objective is to help you use your wealth to transform your vision of the future into reality. We take an encompassing approach to helping you manage your wealth—an approach that is powered by the relationship we develop with you.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
CEPA®, CFP®, CIMA®, CPWA®
CIMA®, CPFA®, CPWA®, CRPC™
ChSNC®, CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
