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Butera Wealth Management

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
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Overview

Butera Wealth Management is an independent financial planning and investment firm based in Newtown Square, Pennsylvania. The firm focuses on pre-retirees and retirees, especially pharmaceutical professionals and corporate executives, who want a customized plan and a long-term advisory relationship. Led by CERTIFIED FINANCIAL PLANNER™ professional Louis J. Butera, the firm provides fiduciary advice designed to optimize employer benefits, manage investments, and coordinate tax, retirement, and estate considerations. Butera Wealth Management offers comprehensive planning and ongoing portfolio management to help clients align workplace stock incentives, savings, and pensions with clear retirement income strategies so they can pursue financial independence with confidence.

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Address

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

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