Perspective Wealth Planning

Perspective Wealth Planning Financial Planning Johnstown PA - Financial Advisor Johnstown PA

Our firm is built upon three pillars: Active Asset Management, Financial Planning, and Outstanding Customer Service. We have an in-house Active Asset Management philosophy, which allows us to assist you through ever-changing market conditions every step of the way. Our 60+ years of combined financial planning expertise gives us the ability to deliver a customized plan for your future. Your custome

r service experience revolves around constant communication: weekly market updates, quarterly reviews, and consistent updates to your personalized financial plan.

06/18/2026

In this video, we break down the first Federal Reserve rate decision under new Fed Chair Kevin Warsh. As expected, rates remained unchanged, but the real story lies in how Warsh is positioning himself and signaling future policy direction. We'll discuss the key takeaways from the meeting, what they could mean for markets, and our expectations for monetary policy moving forward under Warsh's leadership.

06/16/2026

In this video, we take a closer look at the oil market and analyze the latest price action. We break down the chart, highlight the key support and resistance levels to watch, and discuss the improving technical signals that are beginning to emerge. With a potential peace agreement involving Iran remaining in focus, oil prices could face continued downside pressure. Join us as we share our analysis, outlook, and what traders and investors should be watching next.

06/10/2026

As the Nasdaq experiences a pullback, Coca-Cola is quietly breaking out to fresh all-time highs. We break down the technical setup and explore what this move could signal about the ongoing rotation within the market.

06/03/2026

In this video, we take a fresh look at Bitcoin as the broader cryptocurrency market has lagged expectations this year. We break down Bitcoin’s latest price action, analyze the key technical levels that matter most, and discuss what the current chart could signal for the months ahead. Join us as we review the trends, market structure, and our outlook for Bitcoin moving forward.

While a lot of corporate headlines right now are focused on using AI to downsize teams and automate service, Perspective...
06/01/2026

While a lot of corporate headlines right now are focused on using AI to downsize teams and automate service, Perspective Wealth Planning is proudly heading in the opposite direction. We know that our growth is entirely driven by the trust our clients place in our people and our process.

With that in mind, we couldn't be more excited to announce that Angelina Shilcosky has officially joined us as our Office Manager!

As we continue to expand, Angelina will be the anchor of our daily office operations, ensuring our client experience remains seamless, welcoming, and thoroughly human. We’re building something special here, and Angelina is a massive piece of that puzzle.

Welcome to PWP, Angelina! We are so glad you’re here.

05/28/2026

In today’s video, we take a closer look at a sector of the market that may be flying under the radar — financial stocks, with a focus on Goldman Sachs. We break down the stock chart, recent price action, and key technical levels while discussing what strength in financials could mean for the broader market moving forward.

05/26/2026

In this video, we revisit the 10-year Treasury yield following its recent false breakout. We break down the latest price action, explain why the pullback could act as a tailwind for the stock market, and share our expectations and key levels to watch moving forward.

05/20/2026

In this video, we break down the recent uptick in inflation by focusing beyond energy and gas prices and dialing in on food — specifically wheat. We analyze a 10-year wheat chart, review key price action and major levels, and discuss what these moves could mean for inflation and the broader economy moving forward.

05/15/2026

Last night, the 10-Year Treasury yield broke above a key level we’ve been watching closely. In this video, we break down the chart, analyze the recent price action, and discuss why this move is so important for the broader market and what it could mean moving forward.

05/13/2026

As semiconductors continue to surge from the ongoing AI expansion, today we shift our focus over to copper. Copper has quietly remained in a strong uptrend and has now officially broken out to new all time highs. In this video, we break down the chart, recent price action, and the key technical levels we are watching moving forward as AI infrastructure demand, electrification, and global supply constraints continue to drive momentum in the copper market.

Address

999 Eisenhower Boulevard Ste D2
Johnstown, PA
15904

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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