Financial advisors West Chester

At Warren Financial, we find truth in the notion that individual investors achieve financial goals when they have a greater purpose in mind, beyond just financial security. Investing isn't just a means to an end, it's a journey intended to carry you toward your next phase in life.

For more than four decades, Warren Financial has been advising individuals, families, and businesses on

how to transform their dreams into reality. We deliver value by providing the right balance of counsel

and resources for you to realize your greater purpose and achieve your goals.

Your greater purpose, coupled with our collective experience in investment management, philanthropy,

and estate planning, makes for a powerful and effective strategy.

While our job is to help clients manage, grow, and preserve assets, we also take pride in seeing you

attain your aspirations. We're here to provide the resources, experience, proven track record, and

capabilities to execute against a plan that will deliver inspiring results.

Our Services

Financial Planning

Regardless of your age, financial means, or background, developing a strategy that will move you toward

your next destination in life requires a comprehensive examination of current circumstances and a

thorough review of any potential events that could alter the road ahead.

As part of our approach to financial planning, we implement a statistical analysis that simulates each

client's lifetime, taking into account potential obstacles based on income, expenses, investments, and

retirement savings accounts. This information is then compared against 100 years of asset return and

inflation history in order to generate a picture of what the future holds in terms of assets.

It is this picture that informs each tailor-made plan. An initial analysis is performed for all incoming

clients, but can be reviewed and changed to reflect various changes in each individual's situation,

enabling us to be confident that we're following the best possible path. For additional information on

our "Monte Carlo Analysis," please don't hesitate to contact us directly.

Wealth Management Managing investing in opportunities that generate returns, protecting assets against market downturns,

making changes to each portfolio as needed, and keeping a long-term eye on each client's unique

purpose for investing. Our asset management client base includes a wide range of investors, including

individuals, families, small and mid-sized businesses, and high net worth investors.each client's wealth is

about balancing risk and reward. At Warren Financial, we employ a tactical asset allocation approach to

investing. This involves taking individual risk tolerance into account,

WFS Funds

Warren Financial provides its clients the opportunity to invest in alternative funds that have been established by our firm.

WFS Big Dividend Hedge Fund

The key advantage of this strategy, which serves as the foundation of the fund, is its unique volatility hedge, which enables clients to obtain optimal returns while protecting income from swings in the market.

For this particular fund, WFS invests in high-yielding dividend equities and then utilizes options on CBOE Volatility Index (VIX) futures in order to hedge against potential losses tied to black swan events that can potentially agitate the markets.

WFS Angels Fund

Headquartered outside of Philadelphia, Warren Financial closely follows startup companies in the region

that have the potential to successfully grow into valuable investments. In order to provide this type of

opportunity to our clients, we created the WFS Angels Fund, which provides the ability to gain long-term

benefits by investing in Philadelphia-based companies.

Unlike the Big Dividend Hedge Fund, these investments are not liquid. The value exists in innovative

companies that are taking advantage of appetite in the marketplace for new ideas and trends in cutting-

edge sectors, such as green energy, technology, wireless devices, medical devices, and pharmaceuticals,

among others.

The fund has invested in various successful ventures, one of which is a company making dramatic strides in the cure for Alzheimer's disease. Another was chosen as one of Philadelphia's top 100 fastest growing businesses in 2010, an award that is sponsored by the Wharton Small Business Development Center, the Philadelphia Business Journal, and the Entrepreneurs' Forum.

For more information please visit

http://warrenfinancial.net