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Matthew Philip Paschang

Wealthcare Advisory Partners LLC

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About Matthew Philip Paschang

Matthew Paschang is an Investment Advisor Representative associated with Wealthcare Advisory Partners LLC. Matthew has been in the industry since May 2021. Matthew holds a Series 65 license. Matthew works in the firm's Leawood, KS office. Matthew's firm, Wealthcare Advisory Partners LLC, provides investment advisory services and has offices in Leawood, KS and West Chester, PA. Matthew is registered to provide investment advisory services in Kansas and Texas. Wealthcare Advisory Partners LLC specializes in working with high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.

Firm Information

Matthew Paschang is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Paschang’s Registration & Firm History

PA

01/02/2024 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

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Licenses & Designations

IA

Issued 06/29/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Philip Paschang.
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