Financial Advisor in Reading, PA

March Lutz Wealth Advisors is a financial advisory practice with an office in West Lawn, Pennsylvania, serving clients in Reading and throughout the surrounding Berks County area. We work with individuals, families, pre-retirees, retirees, and small business owners on financial planning, investment management and retirement planning based on their individual goals, circumstances and priorities.

Our financial planning process begins by understanding your financial situation, goals and priorities. Depending on your circumstances, planning may involve investment planning, retirement planning, cash-flow considerations, estate and legacy considerations, insurance, tax-related strategies and other areas that may affect your financial goals.

Preparing for retirement involves more than determining how much you need to save. It can also involve evaluating retirement income sources, investments, cash-flow needs and the role of retirement accounts in an overall financial plan.

We work with pre-retirees and retirees on retirement planning and investment considerations, including traditional and Roth IRAs and 401(k) distribution strategies. For individuals changing employers or approaching retirement, we can help evaluate available options and discuss how retirement accounts may fit into an overall financial strategy.

Investment decisions are an important part of many financial plans. We provide investment advisory services and actively managed portfolio strategies designed to be considered in the context of each client's goals, circumstances and risk tolerance.

Our approach is intended to connect investment decisions with the broader financial plan rather than viewing an investment portfolio in isolation.

Thomas P. Lutz, ChFC®, co-founder and Vice-President of March Lutz Wealth Advisors, is a native of Reading, Pennsylvania. His career in financial services began in 2001 as an intern with Smith Barney in Wyomissing before becoming a financial advisor.

Today, March Lutz Wealth Advisors maintains an office in West Lawn, Pennsylvania, serving individuals, families and business owners throughout the Reading and Berks County area. Our connection to the communities we serve is an important part of who we are as a practice.