A COLLABORATIVE APPROACH Our firm was founded in 1995 on the belief that no two clients have the same needs or concerns. At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment management to help you create wealth and handle with your life changing events. Success for you requires a comprehensive approach to wealth management, tax mitigation, wealth protection, wealth transfer, charitable giving and, for business owners, exit and succession planning. As a truly independent advisory firm, we place our client's best interests above our own, and are free to recommend the best products, solutions and outside expertise available. We are passionate about you, your family and your goals.
