Feel confident, no matter
Know you can weather
Maintain a standard of living for
To help create legacy wealth that enriches experiences for extended families in the Clarks Summit area. And we believe our skills can do the same for you.
Experience matters in every profession, especially when your wealth is involved.
During the last 40 years, our team has experienced — firsthand —almost every kind of market tumult and triumph:
We’ve learned a lot of valuable lessons during those events. But we believe they have only made us more qualified and capable to create the type of in-depth plan that accounts for unforeseen variables. One that looks multiple steps ahead. But above all, one that helps you live the kind of life you’ve always wanted.
We help many investors with different backgrounds, ages and goals, including professionals and retirees.
However, we consider ourselves specialists in helping create lasting dynasties of wealth for the extended families of all our clients. We feel that perpetuating what you’ve built is a noble responsibility, one we will gladly shoulder if that’s a goal you wish to pursue.
Many financial advisors will create a portfolio that holds a collection of investments, such as mutual funds or ETFs. And many investors find that appropriate.
However, we prefer to focus on individual equities because we believe there is potential for outsized gains, as we carefully follow indicators signaling when to enter or exit positions. While this is an unconventional approach, we believe it’s validated by the number of clients and amount of wealth we manage.
|Pre-retirement planning, including projections of
target goals and the best path forward
|Equity portfolio management with tax-sensitivity,
growth and preservation in mind
|Retirement income strategies, such as withdrawal
sequencing, when to claim benefits and more.
|Outside portfolio review to recommend
opportunities and potential improvements.
|CERTIFIED FINANCIAL PLANNERTM
|years of experience
|Million Assets Under Management (as of 11/8/2023)
Are you an advisor yearning for more independence?
Do you realize you have more to learn or want to be mentored by someone who is calm, caring and experienced?
Eastburn Wealth Management will gladly talk to anyone who wants to take a step forward in their professional lives, while helping make a big difference for those we proudly work for.