Team profile

Our Team Approach

This year we are celebrating twenty years in business! Situated in beautiful Bucks County, PA, Penn Wealth Planning is a financial advisory practice of Ameriprise Financial Services, LLC serving the needs of high-net-worth clients.

Our boutique practice takes a very personal approach to each client engagement, listening to understand financial objectives and the lifestyle needs of clients. We have developed tailored strategies that reflect individual values and help keep clients on track toward specific financial goals, assisted by clear and frequent communication.

With our knowledge of working with executive benefit plans, including pensions and long-term incentives, clients can utilize our services to evaluate their current position as well as analyze future opportunities.

Our practice is supported by an experienced team of professionals adept at many aspects of a client’s financial advisory needs, including strategies for investment, insurance, tax planning, estate and retirement planning.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Awards & recognition

  • Lisa Policare, Ameriprise Circle of Success, 2022
  • Lisa Policare, Ameriprise Ultimate Digital Excellence Award, 2022