Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including corporate succession planning, estate planning, and establishing or managing a family foundation.
Rob believes 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 provide the client the education, confidence, and peripheral vision necessary to make impactful decisions for their family, business partners, and community.
Rob’s strengths are his ability to think into the future and his ability to show clients “how things can be” when analyzing their current situation combined with new strategies for decision-making purposes. He has a unique sense of connectedness with his clients and their families, which he feels is invaluable when times are tough. In addition, Rob strives to deliver and demand excellence in all aspects of his clients’ experiences and doesn’t settle for average.
Rob earned a Bachelor of Science degree in Accounting from the Pennsylvania State University. He holds the Charter Financial Consultant® and Chartered Life Underwriter® professional designations.
Rob, his wife Janie, and their two daughters live in West Chester, Pennsylvania. Philanthropy is at the core of the Wermuth family, and together with Legacy Planning, they are extremely active with The Delaware Valley Children’s Charity, co-founded by Janie Wermuth. Delaware Valley Children’s Charity recently celebrated 30 years of helping children and families in need throughout the Delaware Valley.