Growing your family wealth.
Rooting your peace of mind.
Wealth the Wesselt Way
Wesselt Capital Group specializes in developing quality relationships with our clients by providing coordinated solutions designed to help them reach their personal and business goals.
We are the Philadelphia area leader for Pennsylvania life insurance, and estate planning utilizing tax free transfers in the Philadelphia area.
Our objective is to help you, your family and/or your business prepare for a secure future. To accomplish this, we take a step-by-step approach to personal and business strategies designed to help you identify and address your unique goals. Together, we evaluate your current savings and protection situation, determine your future safe, secure objectives, then implement a strategy to help you reach them. We then provide ongoing reviews of your strategy to make sure it continues to keep up with any changes in your life.
We have a dedicated, loyal and experienced team to assist you, and we are committed to providing uncompromising service choices. Our office is open 7 days a week to serve you. We pride ourselves in being flexible enough to meet the needs of our busiest clients.
Please call us if you have any questions about our firm or the range of guaranteed products and services we provide. Our firm has a relationship with a variety of different companies to best serve your specific goals, dreams, and desires.
Wesselt Capital Group is located in Collegeville in beautiful Montgomery County, Pennsylvania.
Life Insurance and Guaranteed Income Planning
- Protection Life Insurance
- Distribution Strategy
- Legacy and Tax Free Asset Transfer
- Business- Buy/Sell and Key Person