PLANNING



Planning is the groundwork of success. We take the time to get to know you—your situation, your values, your goals—in order to develop detailed, customized plans designed to help you manage your unique objectives.

 

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INVESTMENTS



The right investment approach can help ensure that you focus your goals. We use a unique, evidence-based method that seeks to protect our clients’ capital while seeking the growth they need.

 

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RETIREMENT



We serve retirement plan sponsors and trustees as a fiduciary with discretion over plan assets. Our aim: to simplify our clients’ duties while helping them and their employees to thrive.

 

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THE COMPREHENSIVE WEALTH MANAGEMENT GROUP (CWMG)

 

Tor Hotham, CFP®, AEP®, ChFC®
CERTIFIED FINANCIAL PLANNER™ Professional

David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS®
CERTIFIED FINANCIAL PLANNER™ Professional

Dennis Wallace
Financial Advisor

Robert D. Sullivan, ChFC
Chartered Financial Consultant


CWMG oversees and coordinates the financial affairs of a select group of individuals, families and business owners primarily in the suburban Philadelphia region. We help our clients coordinate their financial affairs in two ways. First by developing a customized comprehensive financial plan that clearly defines the financial goals they want to achieve. Second, by taking an integrated approach to help manage eight key financial impact areas: cash flow, investments, insurance, taxes, retirement planning, educational planning, estate planning and charitable giving.