Credo Wealth Management

Credo Wealth Management, LLC is a financial services company based in Newtown, Pennsylvania, with a small team of three employees. The company was founded by a Certified Financial PlannerTM and Corporate Stock Benefit Consultant Level I with over 16 years of experience at UBS Financial Services, Inc. Credo Wealth Management specializes in providing wealth management services to busy corporate executives and their families. They help clients integrate their equity and stock benefits into their overall financial strategy. The company emphasizes liquidity, transparency, reasonable costs, comprehensive financial planning, asset allocation, diversification, and client privacy. What sets Credo Wealth Management apart is their commitment to client education and accessibility. Clients receive a link to their personalized Financial Plan, which they can access anytime. The company also schedules four review meetings per year and avoids complex financial jargon in their communication. To discuss your financial planning needs or schedule a consultation, you can visit the company's website at credowm.com. Credo Wealth Management offers services on both a fee and hourly basis and welcomes new clients and referrals.