Broker Check

 Who We Are

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

Learn more

 How We Work

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

Learn more

What We Offer

 We offer comprehensive wealth management and retirement planning strategies.

Learn more
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.

Helpful Content

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Learn More
Estate Planning Checklist

Estate Planning Checklist

A comprehensive estate plan is vital for families with significant assets. The checklist can help ensure nothing is left out.
Learn More

Sign up for our Newsletter

Thank you!
Oops!

Have a Question? Contact the MCT Team!

Thank you!
Oops!

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This ebook has the tools you need to get started developing your Social Security strategy.