Central Penn Wealth Management 

Looking out for you and your loved ones

Whether it’s for you, your family, or your business, having a plan to protect and distribute your assets is a good safeguard for your financial future. Our warm, caring advisors offer private banking services to help you identify your goals, build a plan with lasting impact, and give you peace of mind.

Our wealth management services combine specialized financial solutions, including personal retail banking services, estate planning, and investment management services. The goal of our team is to sustain and grow your long-term wealth, and we’ll help you achieve your financial goals through our personalized approach, high level of attention, and ongoing support.

“I knew that when the time came and my mom passed away, Jared would handle everything for me. He just knows what to do, and I trust him implicitly to take care of every detail. I’m so grateful that I don’t have to worry about anything.” 
~Linda F., Central Penn Wealth Management Client

Our advisors can help you with questions like:

• When do I need to start thinking about financial planning?

• When do I need to make a will?

• I’m getting married – what do I need to take care of now?

• I have a student getting ready for college – what should I be doing to prepare?

• I just turned 50 – what should I be thinking about?

• How do I get a Power of Attorney to help my aging parents with their needs?

• I made a will years ago but haven’t looked at it since – do I need to think about updating it?

• How can I take care of funeral expenses and planning so that my children won’t have to?

• I don’t have family nearby who can help me with financial planning details – what should I do?

At Central Penn Wealth Management, we’re your first phone call for questions about your financial future. There’s no call center; we are your local financial ally available to answer your questions and offer one-on-one service as your trusted financial partner.

To get started and talk with one of our experienced professionals, please call us at 570-701-3592 or email us at wealth@centralpennbank.com.

“I came to Julie wanting to make a plan for my money. After she helped me make one, Julie knows the plan inside and out and tailors everything to my goals, and she still always takes time to talk through any questions I have. I’ve told people, if you don’t have a financial plan yet or you’re not comfortable with your advisor, come here.” 
- Jim W., Central Penn Wealth Management Client

Wealth management and financial planning may seem complicated, but we’re here to help you navigate the right solutions to fit your unique needs.

We offer a full array of trust, investment, retirement, and estate-planning solutions, including:

• Investment Management Accounts

• Living or Revocable Trusts

• Special Needs Trusts

• IRA Rollovers

• Trust Protection for a Surviving Spouse

• Business Succession Planning

• Asset Protection

• Estate Settlement

• Charitable Trusts

Partnering with Local Attorneys and Accountants

Our goal is your financial stability, security, and privacy. And unlike bigger banks, we don’t have to serve as your sole advisor: we’re adept at partnering with your attorney and accountant to provide you with the best-tailored solutions for your money management needs. Because we have a history of relationships built with trustworthy community contacts, we can also connect you with resources including local law firms and CPAs, all while protecting your privacy and taking care of the details.

For more information and to talk with one of our experienced professionals, please contact us at wealth@centralpennbank.com  or call us at 570-701-3592.

Central Penn Wealth Management offers products that are not FDIC Insured. The FDIC does not insure stocks, bonds, mutual funds, life insurance policies, annuities or municipal securities, even if these investments are purchased at an insured bank. Non-Deposit products, are not FDIC Insured; not deposits or obligations of the bank or its affiliates; not guaranteed by the bank or its affiliates; and are subject to investment risk, including possible loss of principal.