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.

Our Process

 

Initial Phone Conversation

 

Getting to Know Each Other

 

Our Initial Meeting

 

6 Month Financial Checkup

 

Choice

Ready to Get Started?

Click Here to learn how we can help you pursue your financial goals.

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