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 Value.
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
(215) 340-3695
paul@wealthadvisoryservices.com
David F. Jenkins CFP®
Investment Advisor Representative, Managing Director, WAS
(215) 340-3695
dave@wealthadvisoryservices.com
Emma Jenkins-Long
Financial Advisor
215-340-3695
emma@wealthadvisoryservices.com
Emma believes in taking a holistic approach to wealth management for long-term financial self-sufficiency and security in an uncertain future. She is committed to demystifying the world of finance in order to feel empowered in pursuing...
Michael S. Sheehy CFP®, AIF®
Investment Advisor Representative
(215) 340-3695
Scott Stencler
Investment Consultant
(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...
Karen Wick
Client Service Associate
(215) 340-3695
Christina Leighton
Client Service Associate
215-340-3695
christina@wealthadvisoryservices.com
Christina has many years of securities industry experience and holds a Bachelor of Science in Business Administration-Marketing degree.As a Client Service Associate at Wealth Advisory Services, Christina provides operational assistance...