Schuylkill Financial

Schuylkill Financial Schuylkill Financial is an independent financial planning/wealth management firm with offices in Wyomissing, PA and Downingtown, PA.

Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning, and estate planning.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
06/03/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know,

The truth is a little more complicated with these personal finance idioms.
06/02/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
05/29/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
05/29/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/28/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
05/27/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/26/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Developing a retirement strategy? It's critical to know the differences between investment types.
05/22/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
05/22/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

What’s the difference between a General Obligation bond and a Revenue bond?
05/21/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Address

600 Eagleview Boulevard Suite 300
Exton, PA
19341

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16106701656

Website

Alerts

Be the first to know and let us send you an email when Schuylkill Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category