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Tamaqua, Pennsylvania Area

Serving clients throughout Tamaqua and surrounding communities across Schuylkill and Carbon counties, including Hometown, Coaldale, Lansford, Summit Hill, and nearby areas.

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Tamaqua office

707 Claremont Avenue
Tamaqua, PA 18252
Phone: 570.668.0765

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Tamaqua-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Tamaqua

Financial advisors serving the Tamaqua area

Whether you’re in Tamaqua, one of the neighboring boroughs, or a more rural community nearby, our team understands the regional considerations that can shape your wealth, including Pennsylvania’s inheritance tax rules and their role in estate and legacy planning. We take time to understand your priorities and coordinate strategies around what you want to accomplish today and pass on tomorrow. Meet with us at our Tamaqua office, virtually via Zoom, or through another convenient arrangement.

Megan Smith
Megan Smith

Wealth Advisor
Stanley Warner, CPA
Stanley Warner, CPA

Senior Wealth Advisor
Nicholas Barnes, CFP®
Nicholas Barnes, CFP®

Wealth Advisor
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