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4 Sentry Parkway E, Suite 102, Blue Bell, PA
Over a year of research on happiness in retirement led to Pat and Kristin’s new book: Winning at Retirement - A Guide to Health, Wealth, and Purpose in the Best Years of Your Life. Available soon on Amazon.
Among other community efforts we help organize and sponsor the Whitpain Community Festival, a fun and impactful annual concert and bone marrow drive in Blue Bell, PA.
Our proprietary PanoramaTM Process for Wealth Management is comprehensive, personalized, and collaborative.