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 Who We Are

We are committed to providing a high level of service that stands apart from the rest.

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 How We Work

We work with you to create customized strategies that address your personal needs.

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What We Offer

 We offer comprehensive wealth management and retirement planning strategies.

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Customized Financial Strategies For the Many Milestones in Life

Customized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible plan in place, it could be difficult for you to pursue your goals.

Mauch Chunk Trust Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with objective advice and recommendations. Our utmost goal is to provide customized strategies that can help grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams.

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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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