Irvin Schorsch Email & Phone Number

I founded Pennsylvania Capital Management in 1995. My entrepreneurial vision was to build a firm centered on the client, first and foremost, and to help people crystallize their thinking about the future of their lives and financial goals.I represent a new breed of wealth advisors who are passionate about providing the highest level of personalized service and attention. I am committed to developing a life-long, multi-generational relationship with our clients. This involves gaining a deeper understanding of family dynamics, his or her spending habits and the nuances of how individuals, couples and private business owners approach and prepare for major milestones and transitions. I am the ultimate optimist and the visionary of Pennsylvania Capital Management. I believe that with enough effort, the right level of commitment, and an understanding of what the finish line looks like, people can achieve virtually anything. I am also acutely attuned to identifying changing expectations that require reformulating and establishing new goals. I challenge my clients to achieve a richer, fuller life with a greater sense of purpose. And together we develop life planning strategies that will allow them to realize their financial hopes and dreams.Due to SEC rules on testimonials, making/receiving a "recommendation", "endorsement" or testimonial is prohibited. Specialties include: Asset Allocation, Investment Planning, Life Planning and Coaching, Income Tax Analysis, Retirement Planning, Educational Planning, Estate Planning, Legacy Planning, and Cash Flow Analysis

Listed skills include Wealth Management, Alternative Investments, Entrepreneurship, Investment Advisory, and 46 others.

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  Villanova University

  Economics