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CenturyPlus Wealth Management Group Thomas R. Janke, Matthew A. Boynton, Robert R. Hutchinson, David C. Marshall, John M. Santoro, Kevin M. Sullivan

From left to right:
Robert Hutchinson, Kevin Sullivan, Matthew Boynton, David Marshall, Thomas Janke, John Santoro

CenturyPlus Wealth Management Group


phone

800-811-3928
215-496-2324



phone

855-219-8208





address

1735 Market Street
35th Floor
Philadelphia, PA 19103



With more than a century of combined experience, our team offers the thoughtful perspective and proactive advice each generation of your family needs to help meet their goals. We see ourselves as your financial advocates, providing impactful solutions that will help meet today’s needs and tomorrow’s goals.

Whether you are a fortune 500 executive, a small business owner, a professional athlete, or a retiree, we will relentlessly pursue safeguarding what matters most to you. That’s why financial planning is at the core of our practice. With a multigenerational team spanning five decades, we have the capabilities to help you and your family unlock opportunity, preserve wealth and create continuity for generations to come.

Upcoming webinars


An integrated plan for each generation of your family

By focusing specifically on strategies for creating and helping to preserve multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy. We will generate a financial plan that addresses the complexities of your entire financial situation. Our integrated team will provide the continuity to see it through each phase of implementation.

A comprehensive financial plan
We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture. Because of our in-depth discovery process, we will develop an integrated plan that includes customized investment strategies, wealth transfer considerations, cash and debt management, business or real estate sale or purchase, and managing your estate and legacy objectives.


“We truly understand how complex your situation may be. Our ability to help clarify your challenges can give you the understanding and freedom you need to make wise financial decisions.”

— Matthew Boynton


Sophisticated insurance solutions
Thoughtful insurance strategies can help protect your family’s assets, replace income and create a legacy for future generations. Whether you need to construct a buy-sell agreement for the smooth transition of a business, replace the lost income of a spouse or preserve the family’s assets in the event of a long-term illness, we can provide cost-effective solutions for insuring what is most important to you.

Trusts and estate planning strategies
We help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner. As an important component of your comprehensive wealth plan, we will work with your other trusted legal, tax and insurance advisors to address potentially complex tax issues surrounding gifting and wealth transfer strategies.

Educating the next generation
When planning your estate or building your legacy, our team will work with you and your family members to help make sure your wishes are carried out in the manner you desire.

The benefits of planning in volatile times


Planning for what comes next

What passions do you want to pursue in your next act in life? When considering your retirement, you may fear the possibility of outliving your savings. We can help ease your concerns by providing custom, protective strategies driven by your vision of a long, healthy and independent retirement.

Optimizing your retirement plan
We help recommend key tactics to optimize your company plan and assess your plan enhancements. In this way, we can help maximize your plan’s effectiveness and model how plan feature changes can impact your retirement income.

Pension evaluation
Deciding which pension option is appropriate for you and your family can be an overwhelming task. We can help you navigate the pros and cons of each option as well as illustrate the probability for success of each outcome using our highly regarded planning process and technology.


“Can you maintain your lifestyle in retirement? This simple question is the key to building a retirement plan that is true to your goals.”

— Robert Hutchinson


401(k) rollovers
Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning
With experience in income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care
With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Longevity impacts investing, planning and spending


Strategies that put your best interests first

Through our disciplined discovery process, we’ll develop a highly personalized investment strategy aligned with your specific goals and objectives in mind. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

Personalized portfolio management
Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps to track your investments against their appropriate benchmarks relative to your individualized financial goals.

Asset allocation and risk management
Establishing an investment portfolio and asset allocation that is aligned with your financial goals and risk tolerance is essential. Whether you are targeting income, growth or capital preservation, we will create an investment portfolio which seeks an appropriate risk-reward balance.


“Beyond targeting the returns you will need to reach your goals, we help mitigate against the potential pitfalls that could hinder those goals.”

— Thomas R. Janke


Insights for each generation
Working in concert with your tax and legal advisors, we will develop tax-advantaged solutions. We offer timely perspectives that drive a fully integrated suite of financial solutions, helping to prepare each family member to collectively manage, sustain and grow their wealth across multiple generations.

Open access
Our open platform offers premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies utilizing high quality investments, while seeking to minimize overall costs.

Investors who exit markets prematurely risk giving up strong late-cycle returns


Personal attention that builds lasting relationships

Clients know us to be accessible and responsive, always striving to provide the utmost in personalized service. Our goal is to help simplify your financial life with a broad professional network and a consistent approach to managing your wealth. Count on us for prompt attention, regular communication, and relevant insights and information.

Timely reviews
We provide comprehensive reviews of your financial plan and investment portfolio. This helps keep your financial goals on track and ensure your retirement benefits, healthcare, insurance and estate documents are up to date.

Customized client service
Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs. You will have important access to private banking, private trust services, document management, recordkeeping, expense management, bill payment, family member support, financial education and wealth transfer planning.


“With a customized suite of services, we help simplify your complex financial life so you can focus on what really matters to you.”

— John Santoro


A focus on transparency
We work for you and always puts your needs first. Because we keep your best interests at heart, we put a premium on transparency, specifically about the actions we take, the information we provide and how we structure our fees.

A network of resources
We work closely with all of your trusted advisors. Our integrated approach allows for the best perspectives from your accountant, your attorney and our extensive network of additional professionals.

Putting you first puts UBS first


Connecting with clients and their families

We’re passionate about bringing relevant insights and fresh ideas to our clients and their families. By offering financial education to each generation, we help address a wide range of financial issues today’s families face.

Webinars
Our team, along with subject matter experts, provide a number of education-focused webinars that serve up simple, relevant, engaging and interactive educational content for a multigenerational audience. We focus on empowering our audience with the knowledge they need to have a greater impact on their financial lives.

Upcoming webinars

 

Title

Date

RSVP

Planning for Healthcare in Retirement

October 13, 2021

Register

Long Term Care Planning

November 3, 2021

Register


“Wealth today is earned, taxed, spent, preserved and passed on differently than previous generations. Our knowledge and experience can help educate you on how to navigate this new world of wealth.”

— David C. Marshall


Educational and social events
Fun and informative educational events are periodically offered to help our diverse client base face life’s toughest financial decisions. We enjoy deepening our client relationships with invitations and access to a host of exceptional sporting, cultural and culinary events.

Your legacy




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