Who We Are

  • Butera Wealth Management is an independent wealth management firm in Newtown Square, Pennsylvania.
  • Our mission is to develop meaningful relationships with clients so we can help them achieve financial independence.
  • Our vision is to create financial plans and provide investment consulting for people who are getting ready to retire. We continue to manage those services during their retirement so they can live the life they want.

 

What Makes us Different?

  • We believe our 2nd Opinion Service provides a better way to select a financial advisor. 
  • We build trust by following sound processes that are adaptive for each client.
  • We think avoiding big mistakes is more important than reaching for greater return.
  • You have a Personal Financial Planning website that allows us to quickly model financial scenarios that are important to you.

 

Strategic Alliances

We are pleased to access the resources of many leading companies including these valued relationships.

LPL Financial
Private Advisor Group
Certified Financial Planning Board
Financial Planning Association