Fee-only financial planning and advice. Kevin Brosious, MBA, CPA/PFS, CFP, President. What Wealth Management Inc. Offers: Fiduciary objectivity and independence Asset management services using no-load, commission-free investments Retainer services Hourly or project services Comprehensive financial plans Straightforward, objective recommendations for investment strategy and selection Second opinion of your current investments and financial strategy Convenient, flexible hours and location
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Wealth Management, Inc. Questions
The Wealth Management, Inc. annual revenue was $6.6 million in 2026.
Annie Bell is the President of Wealth Management, Inc..
48 people are employed at Wealth Management, Inc..
Wealth Management, Inc. is based in Plymouth Meeting, Pennsylvania.
The NAICS codes for Wealth Management, Inc. are [5239, 52, 52393, 523].
The SIC codes for Wealth Management, Inc. are [62, 628].
Top Wealth Management, Inc. Employees
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Annie Bell
President at Wealth Management, Inc.
Atlanta, GA, US11 -
Victor Sandoval
Vice President of Finance at Wealth Management, Inc.
Los Angeles, CA, US1 -
Jerry Goodman
Managing Director at Wealth Management, Inc.
Knoxville, TN, US11 -
Yanshan Zhang
CEO at Wealth Management, Inc.
Toronto, ON, CA1 -
Kevin Brosious
Principal at Wealth Management, Inc.
Allentown, PA, US15+ -
Laurent Vachet-Valaz
Lawyer at Wealth Management, Inc.
Geneva, Switzerland1 -
Rick Campagna
Chief Executive Officer at Wealth Management, Inc.
Pasadena, California, United States13
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