Brumbaugh Wealth Management, LLC

06/01/2026

Andrew Storti, Chief Investment Officer of Brumbaugh Wealth Management, spoke with VISTA Today about growing up in Phoenixville, attending Cabrini University, and becoming business partners with his mentor Kim Brumbaugh.

Click the link below to read the full article.

Andrew Storti speaks with VISTA Today about analyzing risk, finding joy in work, and the importance of human connection in the finance world.

05/30/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

05/23/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

05/16/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

05/09/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

05/04/2026

Held at Penn Oaks Golf Club and presented by Brumbaugh Wealth Management, the 5th annual Chester County United Way Golf Classic raised over $100,000 for the Community Impact and Innovation Fund—supporting local efforts in financial security, youth opportunity, and community health. Brumbaugh Wealth was pleased to be the Title Sponsor of this sold-out event that brought together community leaders for a day of competition, connection, and giving back.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC

05/04/2026

Brumbaugh Wealth was proud to be the VIP sponsor of the Vista Next Gen Superstar Event, honoring 40 rising stars under 40 for their professional success, community involvement, and impact across Chester County.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC

05/02/2026

The SECURE Act 2.0 created a provision to allow people to rollover unused funds from a 529 college savings account to a Roth IRA. Here's what you need to know.

The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

04/30/2026

Artists have never had a reputation for stable paychecks. Some Gen Z artists have cracked the code for consistent pay, thanks to their generation's love for snail mail. They're sending their art prints to subscribers every month, and bringing in cash.

04/27/2026

The deal closes. The model works. The plan looks clean. But the first 90 days may tell a different story.