☎ 610-828-8288Main Line Group Wealth Management(MLGWM) was founded to serve executives, business owners, retirees, & some of the most influential families in the area. MLGWM helps working executives achieve a work-optional lifestyle & their retired clients to enjoy their Golden Years, not just survive. To help their reach these goals MLGWM has developed & refined a process called GTO that puts all the pieces of the financial puzzle together for their clients.✔ The GTO Process➟ Begins with an understanding of their client’s situation & Creating a Goals-based financial plan➟ Track & Monitor the plans probability of success➟ Rebalance & Optimize the portfolio to take advantage of major longer-term trends in the financial markets- no matter if they are up or down✔ MLGWM Principles➟ Wealth management is an ongoing process➟ Planning is the cornerstone & provides the financial plan for the future➟ Fostering a strong personal relationship with clients built on trust and mutual respect➟ We believe that all investments are not created equal & in the economics of supply & demand➟ “Managing one’s wealth is not investing & forgetting”, but about having a proactive approach to asset allocation✔ Consultative approachMLGWM takes a collaborative approach with their clients & regularly consults with their attorney & accountants. Beyond direct consultation with clients, MLGWM also works with client’s families across generations.✔ Second OpinionMLGWM provides complementary confidential Second Option analyses of non-client’s goals & investment portfolio. Contact MLGWM to start the process.✔ Contact UsWe are accepting new clients & we welcome the opportunity to explore how we can help you & your family.Investment Advisory Services are offered through Main Line Group Wealth Management, LLC.

I founded Main Line Group Consulting to provide entrepreneurs/business owners with comprehensive advisory services encompassing both their business and personal endeavors outside of wealth management. I believe that having a game plan substantially increases your chances of success, and can help outline your personal estate and financial plans incorporating both your business succession plan and your other requests. We can help make sure that you have “bullet proofed” your business by reviewing/ creating your succession plan. We then look to optimize your plan through a review of all Buy-Sell & Key Man Agreements and funding options.website: www.mlgconsulting.net

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