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American Community Wealth Management, LLC

EST. AUM
$195,398,095

CONTACTS
3

CLIENT ACCOUNTS
430

Firm Details

Metro area Chicago
CRD Number 147376
Website amcomwealth.com
Client types

Overview

American Community Wealth Management, LLC presents itself as a partner focused on clients’ long-term financial success, emphasizing goal-oriented solutions tailored to personal or business needs. The site describes a comprehensive planning process that begins with understanding a client’s family and business and setting long-term, customized investment objectives aligned with life-planning strategies. Its services span comprehensive financial planning, investment and insurance advisory for individuals and families, as well as retirement plan consulting, corporate cash solutions, securities-based lending, and key person insurance for businesses.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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