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PWA Financial | Financial Advisors

Welcome To PWA Financials' New Website! Our goal is to assist our clients in obtaining their financial goals and objectives with strategic financial advice. The individual needs of our clients' investments are enhanced by our commitment to professional standards and ethical conduct. PWA Financial is organized in the state of Pennsylvania. The firm was formed in January 2013; the principal owners are Michael D. Carlucci and Kenneth C. Coniglio. Read more about About Us.

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CONTACTS AT PWAFINANCIAL.ORG

Penn Wealth Advisors

James Carlucci

1790 Yard●●●●●●●●●orne Road

Ya●●ey , Pennsylvania, 19067

US

1.21●●●●0737
1.87●●●●7242
jc@pennwealthadvisors.com

View this contact

Penn Wealth Advisors

James Carlucci

1790 Yard●●●●●●●●●orne Road

Ya●●ey , Pennsylvania, 19067

US

1.21●●●●0737
1.87●●●●7242
jc@pennwealthadvisors.com

View this contact

Penn Wealth Advisors

James Carlucci

1790 Yard●●●●●●●●●orne Road

Ya●●ey , Pennsylvania, 19067

US

1.21●●●●0737
1.87●●●●7242
jc@pennwealthadvisors.com

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Welcome To PWA Financials' New Website! Our goal is to assist our clients in obtaining their financial goals and objectives with strategic financial advice. The individual needs of our clients' investments are enhanced by our commitment to professional standards and ethical conduct. PWA Financial is organized in the state of Pennsylvania. The firm was formed in January 2013; the principal owners are Michael D. Carlucci and Kenneth C. Coniglio. Read more about About Us.
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PWA Financial | Financial Advisors | pwafinancial.org Reviews

https://pwafinancial.org

Welcome To PWA Financials' New Website! Our goal is to assist our clients in obtaining their financial goals and objectives with strategic financial advice. The individual needs of our clients' investments are enhanced by our commitment to professional standards and ethical conduct. PWA Financial is organized in the state of Pennsylvania. The firm was formed in January 2013; the principal owners are Michael D. Carlucci and Kenneth C. Coniglio. Read more about About Us.

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pwafinancial.org pwafinancial.org
1

Services | PWA Financial

http://www.pwafinancial.org/services

PWA Financial (hereinafter PWA ) offers the following services to advisory clients:. PWA will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement given to each client. Services Limited to Specific Types of Investments.

2

About Us | PWA Financial

http://www.pwafinancial.org/about

PWA Financial is organized in the state of Pennsylvania. The firm was formed in January 2013; the principal owners are Michael D. Carlucci and Kenneth C. Coniglio. PWA Financial is a financial advisory services firm located in the Newtown-Yardley area of Lower Bucks County Pennsylvania offering investment management and strategic planning services for moderate to high net worth individuals, their families, and their businesses throughout the Delaware Valley. The firm’s primary custodian is TD Ameritrade&...

3

Fees | PWA Financial

http://www.pwafinancial.org/fees

Investment Supervisory Services Fees. Total Assets Under Management. 1 - $499,999. 500,000 - $999,999. 1,000,000 - $4,999,999. 5,000,000 - Above.

4

Map To Us | PWA Financial

http://www.pwafinancial.org/map_to_us

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Founding Members | PWA Financial

http://www.pwafinancial.org/members

Michael D. Carlucci. Kenneth C. Coniglio. James M. Carlucci. Virginia M. Coniglio.

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Welcome To PWA Financials' New Website! Our goal is to assist our clients in obtaining their financial goals and objectives with strategic financial advice. The individual needs of our clients' investments are enhanced by our commitment to professional standards and ethical conduct. PWA Financial is organized in the state of Pennsylvania. The firm was formed in January 2013; the principal owners are Michael D. Carlucci and Kenneth C. Coniglio. Read more about About Us.

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PWA Financial | Financial Advisors

Welcome To PWA Financials' New Website! Our goal is to assist our clients in obtaining their financial goals and objectives with strategic financial advice. The individual needs of our clients' investments are enhanced by our commitment to professional standards and ethical conduct. PWA Financial is organized in the state of Pennsylvania. The firm was formed in January 2013; the principal owners are Michael D. Carlucci and Kenneth C. Coniglio. Read more about About Us.

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PWA Financial | Financial Advisors

Welcome To PWA Financials' New Website! Our goal is to assist our clients in obtaining their financial goals and objectives with strategic financial advice. The individual needs of our clients' investments are enhanced by our commitment to professional standards and ethical conduct. PWA Financial is organized in the state of Pennsylvania. The firm was formed in January 2013; the principal owners are Michael D. Carlucci and Kenneth C. Coniglio. Read more about About Us.

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