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MSM Wealth Management

EST. AUM
$500,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website msmwealthmanagement.com
Client types

Overview

MSM Wealth Management is a full-service financial firm based in Easton, Pennsylvania, serving individuals, families and business owners across the Lehigh Valley and nationwide. The firm focuses on delivering a “world class wealth building experience with a local personal touch,” combining more than 40 years of combined industry experience with multi-generational planning. MSM Wealth Management offers retirement planning, tax management, estate planning, risk management, education funding, employee and executive benefits, and specialized guidance for divorced and widowed clients. Investment advice is provided through Private Advisor Group, with securities and insurance offered through LPL Financial, giving clients access to a broad range of products and services.

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Alternative Activity

Address

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

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