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Text Content

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4020 Route 130, Irwin, PA 15642

724-744-7400

Menu

 * Home
 * About Us 
   * Our Mission Statement
   * Our Team
 * Services
 * Resources 
   * Articles
   * Videos
   * Calculators
   * Tax Resources
 * Contact
 * Client Account Access



"MOST FINANCIAL QUESTIONS DON’T HAVE ONE RIGHT ANSWER – JUST AN ANSWER THAT’S
RIGHT FOR YOU."

~ Sallie Krawcheck

Learn More

"MOST FINANCIAL QUESTIONS DON’T HAVE ONE RIGHT ANSWER – JUST AN ANSWER THAT’S
RIGHT FOR YOU."

~ Sallie Krawcheck

Learn More

"MOST FINANCIAL QUESTIONS DON’T HAVE ONE RIGHT ANSWER – JUST AN ANSWER THAT’S
RIGHT FOR YOU."

~ Sallie Krawcheck

Learn More

"MOST FINANCIAL QUESTIONS DON’T HAVE ONE RIGHT ANSWER – JUST AN ANSWER THAT’S
RIGHT FOR YOU."

~ Sallie Krawcheck

Learn More

"MOST FINANCIAL QUESTIONS DON’T HAVE ONE RIGHT ANSWER – JUST AN ANSWER THAT’S
RIGHT FOR YOU."

~ Sallie Krawcheck

Learn More

CULTIVATED FOR YOU


YOUR GOALS ARE THE KEY TO POTENTIAL GROWTH

“Someone's sitting in the shade today because someone planted a tree a long time
ago.”

~ Warren Buffett

Organic growth underlies all that we do at Service Wealth Management. Together,
we’ll design a roadmap that starts with the future you want and ends with your
desired financial goal.


OUR MISSION

No two people are the same and our advisors know this better than most. Our deep
financial knowledge and broad life experience informs our every decision, with
only one goal in mind: your ideal future. 

Learn more


YOUR RESULTS

Our advisors provide access to sound, informed financial advice. Regardless of
your situation, tolerance for risk and goals we’re here to help you grow into
the future you envision. 

Learn more


YOUR GOALS, OUR STRATEGIES

Discover an array of services for all your financial needs.

 * Investments
   
   Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven
   strategies may help you avoid even the deepest of pitfalls.

 * Retirement
   
   Enjoy the fruits of your labor. We can help you build a retirement strategy
   that is sure to keep you excited for what’s to come.

 * Estate
   
   Effective estate management enables you to manage your affairs during your
   lifetime and beyond. With years of experience, we'll help with your legacy
   for generations to come.
   
   * Insurance
     
     Our dedicated professionals can help create the insurance strategy you
     need. Preserve your family from the financial consequences of life's
     unexpected events with our help.




HAVE A QUESTION? WE'RE READY TO HELP.

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HELPFUL CONTENT

Curated articles, videos, and more for a more financially savvy you.


STRATEGIES FOR MANAGING STUDENT LOAN DEBT

Five strategies for managing your student debt.
Learn More


WHEN HEIRS ARE IMPERFECT

The money problems or bad lifestyle habits of adult children could lead to the
squandering of any inheritance they receive.
Learn More


PERSONAL FINANCE CALENDAR

Use this handy calendar to remember the year’s most important financial dates.
Learn More


LEARN HOW TO STAY CALM AMIDST MARKET VOLATILITY

In this ebook, we outline how to stay the course through market ups and downs.
Our tips will help you anticipate, rather than fear, market movement.

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Last Name
Email

Address


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CONTACT

Office: 724-744-7400

Mobile: 724-622-5686

Fax: 724-744-4900

4020 Route 130

Irwin, PA 15642

info@svcwealthmgmt.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
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 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

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Copyright 2024 FMG Suite.



Securities and advisory services offered through Osaic Wealth, Inc., member
FINRA, SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth. PO Box 64284, St. Paul, MN 55164 (800) 800-2638. SERVICE Wealth
Management and Osaic Wealth, Inc. are not affiliated entities.

This communication is strictly intended for individuals residing in the states
of DC, FL, NC, NJ, NY, OH, PA, VA. No offers may be made or accepted from any
resident outside the specific state(s) referenced.

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