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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.

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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Tax Strategies for Retirement Account Withdrawals

Tax Strategies for Retirement Account Withdrawals

Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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