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Personal Wealth Strategies

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Firm Details

Metro area Philadelphia
CRD Number 344140
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Overview

SEC-registered investment adviser organized as a New Jersey Limited Liability Company. Located in Hamilton, New Jersey, with an additional branch location in Hobe Sound, Florida, the firm is owned and led by David Lawrence Bailin (President and Chief Compliance Officer) and Nancy Lutschaunig Bailin (Chief Operations Officer). The firm operates a wealth management practice providing discretionary portfolio management, financial planning, and manager selection services to retail individuals and high-net-worth clients.

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Address

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

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