Treybourne Wealth Planners

 

Investment services assist with financial opportunities

As Sherman & Armbruster clients have become successful, they have found a need for long-term financial planning. We began offering investment and related services in 1987, but have expanded them recently to meet growing demand.

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The Sherman & Armbruster Group includes the recently renamed Treybourne Wealth Planners -- formerly known as Investment Management Services.

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The wealth planning group is managed by our partners Marty Armbruster and Stephanie Willison.

Many people reach a point in their life when it is time to seek professional investment advice.

When that happens, whether it is mid-life or post-retirement, Treybourne Wealth Planners can provide that service. A typical financial planning client will come to us when they have an event occur that presents new financial opportunities.

The most common events to occur include:

  • retirement
  • education for children
  • stock option compensation
  • inheritance

Treybourne Wealth Planners is a Registered Investment Advisor (RIA) -- a professional advisory firm that offers personalized financial advice to its clients. RIAs work with complex portfolios and address unique needs that require a highly customized level of investment management strategy and consultation. RIA firms are registered with the Securities and Exchange Commission or state securities regulators, are subject to the Investment Advisers Act of 1940, and have a fiduciary duty to act in the best interest of their clients.

People seek our advice for a variety of reasons, but one factor that is always mentioned is our familiarity with the tax implications of their choices. Clients enjoy the benefit of keeping their private financial affairs under one roof and our staff is well-trained in keeping matters confidential.

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