Do you or your family need help managing finances? 3 Rivers Wealth Management has professional personal money managers that offer a range of services, including budgeting, bill payment, debt management, and investment advice in Pennslyvania. Personal financial management is important and we work with clients to refine their goals to help them achieve financial security. Learn more about how a personal money manager can help you, and contact us today to get started.
What Is a Personal Money Manager?
Develop a Budget
When you decide to work with a personal money manager, one of our primary responsibilities is to help you develop a budget. We will analyze your income and expenses, identify areas where you can reduce spending, and create a plan. By developing a realistic budget, our goal is to help clients avoid overspending.
Managing Bills and Debt
Personal money managers are well-versed in debt management and can assist you in finding ways to reduce interest rates, create debt repayment plans, and consolidate debt. By reducing debt and improving your credit score, we can help you achieve your long-term financial goals.
If you are looking to build your wealth through investments, personal money managers can provide you with advice in order to diversify your portfolio. This advice can involve analyzing financial situations, identifying goals, and customizing investment plans. We can help navigate the intricacies of the financial market so you fully understand where your money is going.
Proper retirement planning is crucial for a secure future. As money managers, we offer personal financial management advice to help you plan for retirement by developing a savings plan. We can also recommend retirement accounts and investment strategies specifically tailored for you.