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Susquehanna Wealth Management®

No matter what stage of life or level of wealth you reach, Susquehanna Wealth Management can assist you in developing a comprehensive financial strategy for a lifetime of wealth management. We take the time to understand your unique financial needs, then bring together the appropriate experts to develop a long-term plan for reaching your financial goals. Susquehanna Wealth Management has extensive experience designing customized wealth management solutions for individuals and institutions.

About Us
  • Over $5 billion in assets under management and administration
  • Solid history of investment management experience
  • Services designed for individual and institutional clients
  • Local delivery services
  • Services available through our Regional Wealth Management Offices  and over 150 bank branches in Delaware, Maryland, New Jersey, Pennsylvania and West Virginia.
  • Combined heritage of Valley Forge Asset Management Corp., Susquehanna Trust & Investment Company, Retirement Plan Services, Brandywine Benefits Company, LLC.,  and Tyler Wealth Counselors, Inc.
Comprehensive Financial Solutions
Brokerage Services Brokerage Services Offered through Susquehanna Wealth Strategies. Securities and insurance products are offered through PRIMEVEST Financial Services, Inc. (PRIMEVEST), a registered broker-dealer, licensed insurance agency, and registered investment adviser, Member FINRA/SIPC. PRIMEVEST is not affiliated with Susquehanna Bancshares, Inc. or its related companies. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided. 
Investment Management Investment Management Services are offered through Valley Forge Asset Management Corp., an affiliate of Susquehanna Bancshares, Inc. and a registered investment advisor/broker-dealer (Member FINRA/SIPC).
Retirement Plan Services Retirement Plan Services are offered through Brandywine Benefits Company, LLC. and Valley Forge Asset Management Corp. Each is a non-bank affiliate of Susquehanna Bancshares, Inc.
Trust and Private Client Services Trust and Private Client Services offered through Susquehanna Trust & Investment Company, a Pennsylvania chartered Trust Company.
Insurance Services Insurance Products are offered through PRIMEVEST Financial Services, Inc. a registered broker-dealer, licensed insurance agency, and registered investment adviser, member FINRA/SIPC. PRIMEVEST is not affiliated with Susquehanna Bancshares, Inc. or its related companies.
 
Securities and Insurance Products Are:
• Not FDIC Insured  • May Lose Value  • Not Bank Guaranteed
• Not a Deposit  • Not Insured by any Federal Government Entity
 
Susquehanna Wealth Management® is a registered service mark of Susquehanna Bancshares, Inc.
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Copyright © 2008 Susquehanna Bancshares, Inc.  |  Susquehanna Bancshares, Inc.  26 N. Cedar Street  Lititz, PA 17543-7000