Services

Financial Planning

At Semus Wealth Partners, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.

Customized Planning

Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:

  • Create tailored investment portfolios for growth and income
  • Organize your cash flow to meet your current and future needs
  • Develop sound retirement plan and strategy to help you not to outlive your money
  • Help minimize tax liabilities inside and outside of client portfolios
  • Advise clients on estate and trust planning in collaboration with expert partners from our network of wealth partners
  • Advise on tax-efficient, impactful philanthropic strategies.
  • Analyze existing risk mitigation and insurance strategies.
  • Review existing debt and liability structures to determine if better options can be utilized.

Advice that Serves You

The guidance that results from our planning process is based on the sole criteria of helping you meet your goals. Are you focused on retiring comfortably, selling or exiting a business or leaving a lasting legacy? We always recommend the most appropriate , most cost-efficient products and solutions—and never those that don't help you reach your objectives.

Seeing the Big Picture

At Semus Wealth Partners, we recognize that no client's financial life is one-dimensional. Using our deep expertise in investing, tax management, risk mitigation and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind.

Financial Advice

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


Phone:610.458.8553 | E-Mail:This email address is being protected from spambots. You need JavaScript enabled to view it.

SWP ADV Part 2A

SWP ADP Part 3

Copyright © 2021 Semus Wealth Partners, LLC
Investment advisory services offered through Semus Wealth Partners, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.