As a senior partner with Legacy Planning, I combine nearly 30 years of financial services experience with advanced technology to deliver my client’s integrated solutions to simplify their complex financial reality. I specialize in documenting goals and developing strategies for significant life events, including corporate succession planning, estate planning, and establishing or managing a family foundation.
I believe that helping families understand their entire financial strategy into the future – or modeling the various paths available – allows decisions to be made from a position of strength. Through web-based financial technology, clients can access daily balance information and leverage a robust organizational system as an alternative to the endless stream of documents.
This team-driven and planning-focused philosophy helps our clients experience the education, confidence, and peripheral vision necessary to make impactful decisions for their family, business partners, and community.
My strengths are my ability to think into the future and my ability to show clients “how things can be” when analyzing their current situation combined with new strategies for decision-making purposes. I have a unique sense of connectedness with my clients and their families, which I feel is invaluable when times are tough. In addition, I strive to deliver and demand excellence in all aspects of my client’s experiences, and I do not settle for average.
What inspires you to work with
“I spent many years working on empowering my daughters to be independent thinkers and independent financially. Part of that process has been integrating our family’s planning with my daughters to include charity and community in their lives. That same thinking I use in my day-to-day planning for the families that Legacy Planning supports. We incorporate Family Foundations and Donor Advised Funds as empowerment tools to help families include their children and grandchildren in working towards a common goal based on the family’s value system. We continue to find great success with this process.”
I earned a Bachelor of Science degree in Accounting from the Pennsylvania State University. I hold the Certified Financial Planner™, Charter Financial Consultant® and Chartered Life Underwriter®, and Accredited Investment Fiduciary® professional designations.
I live with my wife Janie in West Chester, Pennsylvania, and we have two grown daughters. Philanthropy is at the core of the Wermuth family, and together with Legacy Planning, we are extremely active with The Delaware Valley Children’s Charity, co-founded by my wife, Janie Wermuth. Delaware Valley Children’s Charity recently celebrated 35 years of helping children and families in need throughout the Delaware Valley.
This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product.