Penn Wealth Management

Penn Wealth Management provides personalized investment management and financial planning to individuals, trusts, and small business owners. As of December 31, 2025 the firm reports managing about $20 million across roughly 100 Schwab custodial accounts and also advises corporate retirement plans, union pension plans, annuities, and Section 529 college savings programs on a discretionary basis.

The firm implements a strategic asset-allocation, core/satellite approach that emphasizes fixed-income, exchange-traded funds and select equity holdings, with active satellite allocations where opportunities arise. Risk tolerance is documented in each client’s Investment Policy Statement and maintained in the firm’s WealthBox/RightCapital vaults; accounts are reviewed quarterly (or more frequently as needed) and trades are executed under limited power of attorney using platforms and research tools such as Schwab Advisor Center, Riskalyze (Nitrogen), Morningstar and YCharts.

Noteworthy features include a separate publishing entity, Penn Wealth Publishing, which produces research and content that advisory clients may receive access to, and the firm’s disclosure that it maintains professional liability and cybersecurity insurance. The brochure also highlights that insurance planning and risk-management advice are provided as part of its fee-only services and that the firm has limited custody capabilities—such as initiating same-name transfers and withdrawing agreed management fees—while stating it does not accept third-party commissions.