Rooted in Loyalty and Trust

The Foundation From Which We Grow Relationships

About Doylestown Wealth Management

Our job is to simplify your financial life through sound investment management and financial planning.

We are dedicated to creating lasting relationships with our clients based on trust and independence.

The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

Combined assets under management
RIA Channel®’s List of Top 100 Wealth Managers

Our Team

Our breadth of knowledge and years of experience allow us to provide our customers with a personalized and expansive array of financial strategies. We are dedicated to creating lasting relationships with our clients based on trust and independence.

Drew Nemeth

Supervisory Principal

Greg Mallison

Financial Advisor

Danielle J. Ives

Financial Advisor

David Raymond

Financial Advisor

Richard Callahan

Financial Advisor

Robert O'Reilly

Financial Advisor

Jeff Donohue

Financial Advisor

Sean Buchanan

Financial Advisor

Pete Augustine

Financial Advisor

Our Approach

Our core investment strategy is rooted in our primary tenets of asset allocation, diversification, and a long-term perspective.

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.

Retirement Planning

Many of us struggle with uncertainty about what lies ahead. Our retirement income planning can help to provide answers. We analyze your situation and determine how and when you can retire at your desired lifestyle, the best way for you to create retirement income, and how to maximize your resources and benefits to get there.

Our Process

A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.

Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared. In this phase we will identify client goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish expectations for us and whether an ongoing partnership is the right fit.

Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into our client's individual situation. During this session we begin to strategize a preliminary plan as we engage in a more comprehensive discussion about personal and financial goals. The more open this phase is, the more detailed our investment plan eventually becomes.

Detailed Planning

Based on prior discussions, we can deliver an easy to follow roadmap that helps lead our clients towards their financial goals. We specifically address the areas of greatest importance: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, etc. and detail the steps needed to conquer each obstacle.

Ongoing Advice

People's priorities and goals will inevitably shift through time, which is why we proactively managed our customized financial plans. We embrace change. As life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that our bespoke financial plans evolve with our client's needs.

Contact Us

165 West Ashland Street
Doylestown, PA 18901

(267) 864-2000

Advisors associated with Doylestown Wealth Management may be either (1) LPL Financial Registered Representatives offering securities through LPL Financial, Member FINRA and SIPC, and investment advisor representatives offering investment advice through Great Valley Advisor Group; or (2) solely investment advisor representatives offering investment advice through Great Valley Advisor Group and not affiliated with LPL Financial.  Great Valley Advisor Group and Doylestown Wealth Management are separate entities.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be accepted from any resident of any other state. To view current copies of our form ADV Part 2A, Form CRS, and Privacy Policies please click here.