Happy Couple
approaching retirement

WealthScope Financial is a financial advisor in Lehigh Valley PA that will help you grow, protect, and save your dollars. 

Retirement is the biggest chapter of your life. Make it the best chapter.

Get the right advice

This likely feels like a loaded statement. It’s never easy researching and procuring the “best” talent in any given field, especially on a topic so overindulged in the media and so critical to financial and life success.

Let us make this easy for you.

Here at WealthScope Financial, we:

  • Have helped people retire for years and years and we’ve gotten pretty good at this.

  • Employ a methodical approach to educating, protecting and liberating your wealth.

  • Use a system called the Living Balance Sheet® to strategize, organize and implement your plan.

  • Educate our clients on what to do and why, versus simply “telling” them what to do.

  • Become the primary advice-giver for your financial life.

Retirement Planning

If you want to be able to retire on your own terms, the first step is defining them and creating the most effective plan to make them a reality. At WealthScope Financial, our team gets to know you today, and where you want to be tomorrow.

Then, we show you the strategies for how to help get there as quickly as possible, making the most of your resources and protecting your assets from unnecessary risk, taxation and restrictions.

Individual customized consulting and education build on the most advanced economic thinking and modeling technologies.

We tailor retirement plans and help you monitor the results along the way, ensuring you fully understand the risks, rewards and timeframes – thus, putting you solidly in charge of your retirement goals, while leaving the day-to-day management to us.


Wealth on YOUR Terms, It’s what you make of it.

Isn’t it time to take better care of yourself? Empower yourself, and your wealth

Interested in learning more about how WealthScope Financial can help you?