Broker Check

Providing Customized Services for Discerning Clients

We offer a company approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Live Life on Your Terms – Wealth Advisory Services Has Experience You Can Trust.
Wealth Advisory Services is an independent investment company with highly experienced wealth managers who care about your financial well-being. We are committed to helping individuals and families in the Greater Philadelphia area work toward growing and helping to preserve their financial assets in order to live life according to their terms.

The founding Partners of Wealth Advisory Services, Paul Krumenacker and David Jenkins, each gained over 20 years of wealth advisory experience working for a large, Wall Street investment company. During their employment, they felt conflicted because their commitment to providing a high level of personal service didn’t necessarily fit the Wall Street model. This served as a catalyst for Dave and Paul to start an independent investment management company in 2003 – Wealth Advisory Services. The company's foundation and every account they manage is built on experience, honesty, and commitment to a high level of client service.

Contact us to schedule a complimentary review of your financial goals and current investment portfolio.

Paul H. Krumenacker

Managing Director (WAS) & Investment Consultant (RJFS)

(215) 340-3690

(215) 340-3695

[email protected]

Paul has devoted more than 16 years to providing exceptional investment and planning services to families and individuals with the promise of outstanding service and high regard for each client’s individual investment goals. A...

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David F. Jenkins CFP®

Investment Advisor Representative,RJFS Managing Director, WAS

(215) 340-3690

(215) 340-3695

David has committed the last 14 years to applying structure and discipline to each of his client’s financial situations through his detailed analysis of their finances. He completed both his undergraduate and graduate studies at...

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Michael S. Sheehy CFP®, AIF®

Investment Advisor Representative

(215) 340-3690

(215) 340-3695

Michael has spent the past 17 years helping families, individuals, and corporate clients meet and exceed their goals through his independent financial advice. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional...

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Scott Stencler

Investment Consultant

(215) 340-3690

(215) 340-3695

Scott brings with him 13 years of experience in leading individuals from the initial stages of financial planning and plan implementation to a happy retirement. He is registered and licensed to offer access to mutual funds, variable...

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Ann Capacete

Operations Associate

(215) 340-3690

(215) 340-3695

[email protected]

Ann has spent more than 15 years serving clients in the investment and planning services industry. She completed her undergraduate studies at Jacksonville University, where she earned a Bachelor of Science in Business, with a minor in...

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Karen Wick

Client Services Associate

(215) 340-3690

(215) 340-3695

Karen has worked for three years in the financial planning services industry. A graduate of Philadelphia University, she holds a Bachelor of Science degree in Business Marketing. As a Client Services Associate at Wealth Advisory...
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