Anthony Cucchi

Dan W. Welch Inc. is a seasoned public adjustment company based in West Chester, PA, adept at navigating the complexities of insurance claims with insights gained from both insurance companies and public adjustment. Their commitment to excellence, honesty, and integrity ensures that clients receive comprehensive support in preparing and presenting their claims while maximizing their entitlements under insurance contracts. With a focus on delivering solutions, Dan W. Welch Inc. offers a full range of services, including cost evaluations, thorough examination of policies, and negotiation of settlements. Their experienced team provides free evaluations for potential claims while ensuring clients are well-informed throughout the process. Generated from the website

Legacy Planning Partners, based in West Chester, PA, offers a comprehensive suite of financial services including family office services, business owner advisory, employer retirement plan consulting, and financial planning. Their team of dedicated professionals is committed to collaborating with clients to achieve financial success while emphasizing personal relationships and outreach. Recognized for excellence in wealth management, Legacy Planning Partners has earned accolades such as the 2025 Forbes Best-In-State Wealth Management Teams and the 2023-2024 Philadelphia Business Journal's Book of Lists for Money Managers. The firm is committed to creating a culture of benefits for all, ensuring that clients can focus on what matters most while navigating their financial journeys. Generated from the website

Bluestone Capital Management is a boutique asset manager located in Wayne, PA, specializing in providing clients with differentiated sources of alpha. Their hybrid approach combines top-down analysis with bottom-up views to build adaptive portfolios that blend quantitative analysis with fundamental insights and rigorous risk management, aiming to improve risk-adjusted performance over a full market cycle. Bluestone offers a range of strategies, including Bluestone Elite, which aims to improve the risk-adjusted return of a traditional all-equity portfolio, Bluestone Income, which delivers superior current income with reduced volatility, and sub-advisory services that have earned recognition for improving risk-adjusted performance. With a focus on data-driven decision making and a diverse range of assets, Bluestone Capital Management provides institutional-quality, repeatable processes to manage strategies regardless of the structure.Generated from the website