Who We Are
- Butera Wealth Management is an independent wealth management firm in Newtown Square, Pennsylvania.
- Our clients are primarily executives that want to start planning their transition from corporate life to a financially independent retirement.
- We have a process to help them build a customized plan that reflects their goals and is adaptable to their lifestyle.
What Makes us Different?
- Most of our clients are Executives and Managers at publicly help companies in the pharmaceutical industry.
- We believe our 5 Step Process is a better way to select a financial advisor.
- Our investment approach is a disciplined strategy based on facts and logic.
- Your Personal Financial Planning website allows us to quickly respond to any financial scenario you want modeled.
We are pleased to access the resources of many leading companies including these valued relationships.