Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

At the Fisch Wealth Management Group of Wells Fargo Advisors, we focus on managing and protecting our clients' wealth. We're proud to serve the complex, dynamic needs of high-net-worth and ultra-high-net-worth clientele with a unique approach founded on trust, collaboration, and reliability. Our experienced, professional team of advisors is committed to excellence. We continuously strive to exceed expectations in service — and results.

From our office in Jenkintown, Pennsylvania, we blend community presence with global reach to serve clients right here at home as well as across the country and around the globe. Our clients depend on our expertise to provide investment advice and comprehensive wealth management services, leveraging our deep knowledge to offer insights and solutions matched to each client's individual needs, goals, and priorities.

At the Fisch Wealth Management Group, we lead with values. We believe in treating our clients as we wish to be treated, and take pride in our uncompromising personal integrity. we've built our business and our reputation on our client-first philosophy, white-glove service, and keen attention to detail.

Our eMoney Planning Process

Our highly disciplined eMoney planning approach offers you an effective way to identify your highest priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio’s performance against a standardized index, such as the S&P 500, we monitor your progress toward achieving your life goals on your own fully customized index. Learn More.

financial advisor consulting with clients

Our Comprehensive Services

At the Fisch Wealth Management Group, we work with our affiliates to bring our clients’ investments and goals together to create a customized, integrated plan by applying our expertise.