Wissahickon Wealth Management Employee Directory
Financial ServicesPennsylvania, United States2-10 Employees
Wissahickon Wealth Management is an independent, full-service financial advisory firm based in Philadelphia, Pennsylvania. It provides comprehensive financial planning and investment management for families, individuals, and corporate clients, including services for individuals with complex stock options and other forms of employer equity compensation. The firm's wealth-management process starts with establishing clear objectives, then moves to implementing the plan, and continues with ongoing monitoring of progress. Overall, Wissahickon operates as a small firm in the financial services industry, serving clients in the Philadelphia area with a structured, objective-focused approach.