Services

Overview

At Harding’s Wealth Managers, we work on a fee basis, which means that you don’t pay us commission as we adjust your investment portfolio to meet your changing needs and market situations. We are proud to work with clients throughout Gilbert, PA and the rest of the country, providing a wide range of investment and retirement services to help you reach your goals. By staying updated and educated on all of the fluctuations occurring in the national and international financial markets, we can provide our clients with objective, reliable guidance on their investment portfolios.

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Wealthy?

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Our Wealth Management Services

Customized investment portfolios designed to meet your short- and long-term goals

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Easy-to-understand performance reporting

Continuous reliable, professional advice, up-to-date information on international investment markets, and assessments of your account

Adjustments to your portfolio completed as needed, without commission

Fee-based portfolio management with TD Ameritrade

Retirement budget planning

Cash flow analysis

Portfolio second opinion services

Income for life planning

Fixed and fixed indexed annuities for tax-deferred capital growth

Frequently Asked Questions

Covid Financial Information

As the coronavirus pandemic continues to develop worldwide, we at Harding’s Wealth Managers are monitoring its ongoing effect on the markets and on our communities.

How Wealthy People Use Professional Money Management

Just as surgeons don’t operate on themselves, wealthy people usually do not invest their own money. They have investment professionals invest their money for them.

Six Best & Worst IRA Rollover Decisions

IRA owners and their advisors can make expensive mistakes handling IRA rollovers. These mistakes range from the simple to the complex. A simple mistake occurs when an employee takes a check when they retire and their employer must withhold 20%. In order to complete a tax-free rollover, the IRA owner needs to replace the 20% withheld by their employer using their own funds to meet the tax-free rollover requirement within 60 days. Then there’s the more complex mistake—the advisor who does not realize that his client may be ahead by distributing employer stock and paying taxes now (likely at 15% federal) rather than rolling over employer stock and paying up to 37% later.

For Those Who Want To Prosper & Thrive in Retirement

You will likely live longer than you may realize, questions you should be asking are; How will life expectancies impact your long-term goals. How to generate sufficient retirement income. How to maintain affordable health coverage. How to maintain your independence at advanced ages. How to best leave assets to heirs.

Get Started Today

For more information, or to schedule an appointment, contact us today at 570-977-7417. We look forward to giving you the financial guidance that helps you reach your dreams!

Harding’s Wealth Managers
1310 US-209 #102
Gilbert, PA 18331
Phone: 570-977-7417
Email: glenh@ptd.net
Hours:
Monday – Friday
9:00 AM – 4:00 PM
By Appointment

Book a Free 30min Consultation

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