Financial Advisors Across
Greater Philadelphia
Explore wealth management and financial planning with James Walter Wealth Management.
West Chester, Pennsylvania
Our home base, and the Chester County seat.
View West Chester
Malvern, Pennsylvania
The Great Valley corridor and Route 202.
View MalvernWe also work throughout
- Philadelphia
- Exton
- Downingtown
- Paoli
- Berwyn
- Kennett Square
- Chadds Ford
- Glen Mills
- Newtown Square
- Media
- Wayne
The planning problems here
have a local accent.
Greater Philadelphia runs on privately held businesses, corporate campuses strung along corridors like Route 202 and the Blue Route, and family property held for decades. Layered over all of it is a Pennsylvania inheritance tax that reaches modest estates from the first dollar. Knowing those problems well is worth more than being nearby.
Frequently asked questions.
Where is your office?
882 South Matlack Street, Suite 109, West Chester, PA 19382. It is our only office, and it serves the entire region.
Do I have to come to West Chester to work with you?
No. We meet at our office, at your home or business, or by video. Most ongoing relationships settle into a mix of all three.
My town does not have a page. Can you still work with me?
Yes. The location pages exist to cover what is specific to each community, and we are adding them over time. They have no bearing on who we work with. If you are anywhere in Greater Philadelphia or beyond, get in touch.
Do you work with clients outside Pennsylvania?
We do, most often with families who started here and have since moved, or with heirs living in other states. Registration requirements vary by state, so it is worth a conversation to confirm.
Start with a conversation,
not a pitch.
Tell us where you are and what you are working through. We will tell you plainly whether we can help and what that would look like.
882 South Matlack Street, Suite 109, West Chester, PA 19382
team@jameswalterwm.com