Szeles and Associates

The Wealthkare Investment Center in Middletown, PA offers specialized financial planning and wealth management services, focusing on tax management strategies to optimize retirement benefits for its clients. Founded by Bruce J. Smith III, the firm utilizes the innovative Get MORE Retirement process to help individuals and families create custom financial plans tailored to their unique needs and circumstances. With a team of elite wealth advisors, Wealthkare emphasizes a comprehensive approach to retirement planning, addressing the challenges posed by market volatility and rising tax rates. Their commitment to advanced planning ensures that clients can maximize their financial security and navigate the complexities of wealth management effectively. Generated from the website

At Sherman Werst Wealth Advisors, we understand how your accomplishments, passions, and dreams for the future make you unique. We work to integrate your individuality into solutions tailored for your near and long-term financial goals. Our years of experience and our mindfulness of everything that makes you unique will serve to guide you with the right planning and investment expertise, allowing you to focus on the things that matter most to you. Call us today for more information!