Butera Wealth Management is an independent wealth management firm in Newtown Square, Pennsylvania. Our clients want a customized plan with an advisor they can trust. Our goal is to provide sound advice and build meaningful long term relationships with our clients.
We believe our 2nd Opinion Service is a better way to select a financial advisor. It allows you to get to know us in a short period of time prior to committing capital. If we are not the right fit, you will be better equipped to select a financial advisor that is for you and your family.
We follow a disciplined strategy that relies on facts and logic. The Core – is a globally diversified cost effective portfolio based on your investment objective. The Bucket – strategy uses multiple investment accounts to help buffer the effects of market volatility based on cash flow needs.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
