Sound financial strategy

A personlized experience allows us to focus on your unique goals and objectives.

FINANCIAL PLANNING    INVESTMENT MANAGEMENT • RETIREMENT PLAN ROLLOVER • ONGOING FINANCIAL MANAGEMENT

SIMPLE SOLUTIONS, TAILORED TO YOUR CUSTOM GOALS.

Ninety-nine Percent of all ships that leave the harbor reach their destination due to a well-charted course. Your personal financial goals lie at the end of this course, and Powers Capital Management will guide you on your journey.

INVestment Management

For each client we continually manage their portfolio risk, investment performance and investment style.  We work with clients to make changes as needed.  We make sure their investments are aligned with their goals.

FINANCIAL PLANNING

Help with budgeting, organizing finances, long term projections, income planning in retirement, provide the odds of attaining your financial goals, create a strategy to reach your financial goals, etc.

RETIREMENT PLAN ROLLOVERS

We specialize in retirement plan rollovers. The rollover process can be stressful and confusing. PCM will handle all necessary paperwork and forms.  We will move  assets to a new IRA with no tax consequences or penalties. You will be provided with a plan and ongoing management.  Company retirement plans often have limited investment options, why not invest this money with unlimited options and create a plan based on your needs?  You have worked hard to earn this money, let us help you invest it properly.

ONGOING FINANCIAL MANAGEMENT

The market changes.  The economy changes.  Your life changes.  Should your investments change?  We collaborate with clients on an ongoing basis to make sure investments are aligned with financial goals.

“I have been a Powers Capital Client for years.  Trust is so important to me.  I am not going to hand my retirement assets over to giant corporation where I am just another transaction.  I work with Tim because I trust him completely.  He is more than a financial advisor, he has become a friend.  I know my business is important to him and he values me as a client.”

Scott Nutter, Owner of Medical Supply Business

Let's Talk.

See how you can have the power to invest, and invest wisely.

The offices at the historic Black Horse Inn

First Floor Suite B (enter from side of building)
1432 Bethlehem Pike | Flourtown, PA 19031

215-908-2839

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©2019 Powers Capital Management All Rights Reserved
Securities offered through BCG Securities, Inc, a member of the FINRA, MSRB and SIPC, www.finra.org
Main Number: 1.856.393.1950 • Toll-Free Number: 1.888.394.BCGS(2247)