Savlan Wealth Partners

Malka Lieblich is a CFP® professional with six years of industry experience, currently serving at Savlan Wealth Partners. Her prior experience includes five years at Commonwealth Financial Network and roles at Avantax Investment Services and Touro College. She is also involved in tax preparation through Lieblich Financial Services. Savlan Wealth Partners is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, trusts, estates, tax-exempt organizations, qualified retirement plans, and corporations. The firm emphasizes strategic asset allocation, diversification, and a blend of passive and active investment strategies with a focus on tax-sensitive techniques and tailored portfolios.

Joseph Weber is a financial advisor at Savlan Wealth Partners with three years of industry experience. He holds a Series 65 designation and has worked at firms including Commonwealth Financial Network and Lieblich Financial Services. In addition to his advisory role, he works as a special education teacher in the Kiryas Joel Union Free School District. Savlan Wealth Partners is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, trusts, estates, and other entities. The firm emphasizes strategic asset allocation, diversification, and a blend of passive and active strategies, tailoring portfolios to clients’ specific financial needs and managing or overseeing third-party external managers when appropriate.

David Lieblich is a CFP® with 13 years of industry experience. He is currently affiliated with Savlan Wealth Partners and has previously worked at Commonwealth Financial Network and Avantax Investment Services. In addition to financial advising, he is involved in tax preparation through his private entity, Lieblich Financial Services Inc. Savlan Wealth Partners is an SEC-registered investment adviser offering portfolio management and financial planning to individuals, trusts, tax-exempt organizations, and corporate clients. The firm emphasizes strategic asset allocation, diversification, and combines passive and active strategies tailored to clients’ financial goals and risk profiles.

William Kemple is a financial advisor at Savlan Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network and Mass Mutual Investors Services prior to his current role. Outside of advisory work, he is involved in tax preparation through his private entity, Kemple Financial, LLC. Savlan Wealth Partners is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, trusts, estates, tax-exempt organizations, and other entities. The firm employs a strategic asset allocation approach that combines passive and active strategies with tax-sensitive techniques and offers oversight of third-party external managers when applicable.

Peter Wurszt is a financial advisor at Savlan Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at Savlan Wealth Partners (dba Kemple Financial) since 2026. His background includes roles at Commonwealth Financial Network and Kemple Financial, as well as various positions in education and club management. Savlan Wealth Partners is an SEC-registered investment adviser providing portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, tax-exempt organizations, qualified retirement plans, and corporations. The firm’s investment approach emphasizes strategic asset allocation, diversification, and a blend of active and passive strategies with tax-sensitive techniques, tailoring portfolios to client needs and overseeing third-party external managers when applicable.