The CP Welde Group

Bowen Asset Management LLC is a family-owned, independent financial advisory firm based in West Chester, PA. Co-principals Zack and Linda Bowen bring their individual experiences and strengths together to provide personalized investment advice and guidance to their clients. With access to a wide range of investment opportunities and expertise gained from their years working on Wall Street, they aim to help clients navigate life's financial transitions and develop a relationship tailored to their specific needs. As a boutique firm, Bowen Asset Management focuses on individual clients while tapping into a large pool of expertise. Their primary goal is to guide clients through financial planning and provide recommendations that align with their financial goals. With a commitment to transparency and trust, Zack and Linda Bowen work diligently to ensure that clients receive the most appropriate investment strategies for their financial needs.Generated from the website

Daniel C. Danese, CFP , CLU, CERTIFIED FINANCIAL PLANNERTM practitionerLegacy Solutions, Inc is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. We have recently been recognized as a Five Star Wealth Manager by Philadelphia Magazine.Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution.