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 Who We Are

We are committed to providing a high level of service that stands apart from the rest.

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 How We Work

We work with you to create customized strategies that address your personal needs.

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What We Offer

 We offer comprehensive wealth management and retirement planning strategies.

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Customized Financial Strategies For the Many Milestones in Life

Customized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible plan in place, it could be difficult for you to pursue your goals.

Mauch Chunk Trust Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with objective advice and recommendations. Our utmost goal is to provide customized strategies that can help grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams.

Helpful Content

Making Cash Flow Count with Tax-Smart Strategies

Making Cash Flow Count with Tax-Smart Strategies

Discover how managing your cash flow can help you improve your tax situation and move closer to your long-term goals.
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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A Hard Conversation Made Easy

A Hard Conversation Made Easy

Communication is key to a smooth transfer of wealth and the fulfillment of your wishes. Explore estate planning as a family.
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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This ebook has the tools you need to get started developing your Social Security strategy.