Butera Wealth Management is an independent wealth management firm in Newtown Square, Pennsylvania. Our clients are executives and retirees that 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 5 Step Process 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 best 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.
Initial Phone Conversation
Getting to Know Each Other
Our Initial Meeting
6 Month Financial Checkup