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WEALTH MANAGEMENT

Personalized guidance. Lasting relationships.

Financial planning is personal. That's why our trust and investment professionals work closely with you to understand your goals and provide thoughtful guidance designed to help you build, protect, and preserve what matters most.

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Local Advisors
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Trust & Fiduciary Services
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Personalized Strategies
Central Penn Wealth Management logo.
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Find the Right Team for Your Goals

Our wealth services are delivered by two groups that work side by side. Here is what each one handles.

Wealth Management

Trust and fiduciary services, including investment management accounts, living and special needs trusts, IRA rollovers, asset protection, estate settlement, charitable trusts, and business succession planning.

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Investment Services

Investment planning and advisory services through our full-service brokerage division. Local advisors help you work through long-term financial goals and investment needs with personalized support.

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Guidance That Starts With Listening

Financial planning is personal, so we begin by understanding what you are working toward before recommending a strategy. Our advisors and trust officers live and work in the same communities you do, and they stay with you as your plans change.

  • Local advisors and trust officers who know the area
  • Strategies designed around your goals rather than a template
  • Guidance for every stage, from building wealth to preparing a legacy
A couple sits with a financial advisor and reviews documents.
Our Services

Areas We Cover

Strategies built around where you are now and what you want to leave behind.

Investment Management

Personalized guidance and ongoing management of your portfolio.
Investment Management

Trusts & Estate Settlement

Living, special-needs, and charitable trusts, with estate settlement overseen so your wishes are carried out.
Trusts & Estate Settlement

Business Succession Planning

Strategies to transition ownership so your business continues for the next generation.
Business Succession Planning

Retirement Planning & IRA Rollovers

Retirement strategies and IRA rollovers with tax-deferred growth and professional management.
Retirement Planning & IRA Rollovers

Financial Planning & Advisory

Personalized financial and investment planning from local advisors through our brokerage service.
Financial Planning & Advisory

Insurance & Tax Strategies

Guidance on insurance protection and tax strategies to help safeguard what you are building.
Insurance & Tax Strategies

Start With a Conversation

Every plan begins with understanding what matters to you. Tell us about your goals and our team will help you decide which path makes sense.

Connect with our Wealth Team

Products offered through Central Penn Wealth Management and Central Penn Investment Services are not insured by the FDIC, not a deposit, and may lose value.

Central Penn Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products offered through Registered Representatives of Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Cetera is under separate ownership from any other named entity.

Not FDIC Insured · No Bank Guarantee · May Lose Value · Not a Bank Deposit · Not Insured by any Federal Government Agency

Check the background of your financial professional on FINRA’s BrokerCheck.