At our firm we have you, and only you, in mind.

WealthWorks Financial offers financial management services in Whitehall, PA and the Lehigh Valley, PA area. Our mission is to take the complexity out of wealth management by providing straightforward advice to help you achieve your personal goals. We also take pride in sticking to our financial planning process, akin to climbing a ladder. Climbing too fast or skipping steps can cause unnecessary uneasiness in reaching the top. Whether you’re a first-time investor or getting ready to retire, we're here to offer professional insights, education, and support tailored to meet your individual needs, both now and in the future. 

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We Work For You.

Our priority is taking care of you and your family, no matter what stage of life you're in. We want to learn more about you, your personal situation, and understand your risk tolerance in financial management, and to help you identify personal dreams and achieve those goals.

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What Does Retirement Look Like?

We understand that each individual faces unique challenges throughout their financial lives. We take the time to understand your personal needs and concerns and we specialize in crafting plans tailored to meeting your financial goals and objectives.

Financial Management Services


Financial Planning

Whether you want to own a home, fund your children’s education, or create a stress-free retirement, a financial plan is vital in working towards your goals. Take advantage of our consultative approach and develop a financial plan that's tailored just for you.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all...


Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot...

Meet Our Team

We help build, manage, preserve and transition wealth for our clients.

What we do

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