Business Details
25 Years
experience
Your Trusted Financial Advisers in Camp Hill, PA
At Pennsylvania Wealth Management, we are dedicated to empowering clients with comprehensive financial strategies tailored to retirement success. Since 2001, our team has combined decades of industry experience with personalized guidance to protect assets, generate sustainable income, and implement tax-efficient solutions. We prioritize fiduciary responsibility, ensuring every recommendation aligns with clients' unique goals, whether they are mid-career, nearing retirement, or already retired. Our approach integrates risk management, investment advisory services, and estate planning, supported by partnerships with trusted professionals like local CPAs.We emphasize transparency, client education, and adaptive strategies to navigate evolving financial landscapes. With offices in Camp Hill and York, Pennsylvania, we serve clients across multiple states, leveraging our expertise in retirement income planning, business continuation, and wealth preservation. Our commitment to excellence is reflected in our Million Dollar Round Table membership and focus on delivering long-term value through market volatility and life transitions.
Services
Retirement Planning
Tax Strategies
Estate Planning
Investment Services
Business Continuation
Employee Benefits
WealthGuard Monitoring
Details
- Year established: 2001
Highlights and features
- We offer 25+ years of combined experience in retirement planning and investment advisory services.
- Our fiduciary duty ensures recommendations prioritize your financial well-being.
- We implement customized strategies to protect assets and generate sustainable retirement income.
- Our partnership with local CPAs enhances tax planning and estate preservation solutions.
- We provide ongoing portfolio monitoring with tools like WealthGuard to mitigate market risks.
Associations and certifications
- Million Dollar Round Table (MDRT)
What people say
Personalized retirement plans
Fiduciary responsibility
Tax-efficient strategies
Experienced advisors
Ongoing portfolio monitoring
Services
Retirement Planning
We design customized retirement income strategies to ensure financial security throughout your golden years. Our approach focuses on sustainable withdrawals, tax efficiency, and risk management. By analyzing your current assets, pension plans, and Social Security benefits, we create a roadmap to maintain your desired lifestyle while adapting to market changes and longevity risks.
Tax Planning Strategies
Our tax planning services identify legal methods to minimize tax liabilities during retirement. We collaborate with CPAs to optimize Roth conversions, manage required minimum distributions, and implement tax-advantaged investments. Strategies are tailored to your income sources, estate plans, and long-term financial goals while ensuring compliance with evolving tax regulations.
Estate Planning
We help preserve your wealth for future generations through comprehensive estate planning. Services include creating revocable trusts, life insurance strategies, and probate avoidance techniques. Our solutions balance asset protection with your charitable intentions and family needs, ensuring smooth wealth transfer while minimizing estate taxes.
Investment Services
Our investment advisory services offer diversified portfolios aligned with your risk tolerance and retirement timeline. Using both traditional and alternative strategies, we focus on capital preservation and growth through regular rebalancing. We provide access to institutional-grade products and utilize WealthGuard monitoring to adjust allocations during market volatility.
Business Continuation
We develop business succession plans to ensure operational continuity during ownership transitions or unexpected events. Services include cross-purchase agreements, key person insurance, and valuation strategies. Our solutions protect business assets while addressing tax implications and facilitating smooth leadership changes for long-term organizational stability.
People
Jason Bergey
Owner and Managing Director
Jason Bergey founded Pennsylvania Wealth Management in 2001 after early success at Prudential. With 25+ years in financial services, he specializes in retirement income planning and estate strategies. A Million Dollar Round Table member, Jason holds licenses in multiple states and collaborates with attorneys and CPAs to deliver comprehensive solutions.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, tax-efficient withdrawals, Social Security optimization, and portfolio management tailored to your specific goals.
How do you handle investment risk management?
We use WealthGuard monitoring, diversified portfolios, and regular rebalancing to mitigate market risks while maintaining growth potential aligned with your risk tolerance.
Do you work with out-of-state clients?
Yes, we serve clients in Pennsylvania, Arizona, Delaware, Florida, Maryland, Vermont, West Virginia, and Wisconsin with remote advisory capabilities.
What estate planning services are available?
Our estate planning includes revocable trusts, life insurance strategies, probate avoidance, and tax-efficient wealth transfer solutions coordinated with your legal advisors.
How are your tax planning strategies different?
We partner with local CPAs to create integrated tax plans addressing RMDs, Roth conversions, and income tax reduction specific to your retirement cash flow needs.
What investment products do you offer?
We provide access to mutual funds, ETFs, annuities, and institutional-grade products through major custodians like Fidelity and Charles Schwab, focusing on diversification and risk management.
