Who We Are

  • Butera Wealth Management is an independent wealth management firm in Newtown Square, Pennsylvania.
  • Our clients are executives and managers 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?

  • 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.

 

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