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Perspective Wealth Planning, LLC

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Pittsburgh
CRD Number
Website perspectivewealthplanning.com
Client types

Overview

Perspective Wealth Planning is a Johnstown, Pennsylvania-based wealth management firm that joined the Integrity Wealth platform in April 2026. The firm specializes in active asset management, rejecting traditional passive "buy-and-hold" strategies in favor of tactical and strategic decision-making to navigate market volatility. Their approach focuses on risk management, including reallocating to cash or lower-volatility assets during market declines to protect capital. The firm provides comprehensive financial planning across the four phases of retirement, from accumulation to estate planning, and serves a diverse clientele with a focus on early retirement and wealth preservation.

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Investment Preferences

Alternative Activity

Address

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

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