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.

08/31/2026

Inflation may be starting to creep higher, but while most of the focus has been on energy prices, soft commodities are also showing important signs. In this video, we examine the corn market and the key technical level it broke above last week. We’ll discuss what this move could mean for inflation and what it may signal for commodities moving forward.

08/27/2026

In this video, we discuss Visa (V), which is showing a very attractive chart pattern setup. We’ll break down the latest price action, key levels we’re watching, and what this setup could mean for Visa moving forward.

08/14/2026

In this video, we take a closer look at the Gold market, analyzing the latest price action, key chart levels, and important technical patterns. We’ll break down what the charts are telling us and share our thoughts on where Gold could be headed next.

08/07/2026

In this video, we continue our discussion on market rotation, this time focusing on the S&P 500. We break down the latest price action, analyze key chart patterns, and explain what the recent market moves are telling us. Join us as we identify important levels to watch and what they could mean for the market going forward.

07/31/2026

In this video, we break down the Federal Reserve's latest decision to keep interest rates unchanged and analyze how the U.S. dollar reacted to the announcement. We review the technical chart, identify key support and resistance levels, and discuss what this price action could mean for the markets and the dollar moving forward.

07/23/2026

In this video, we break down Google's latest earnings report and explain why the stock is trading lower despite delivering strong results. We discuss how the market is reacting to Google's future spending plans, what this means for the company's long-term outlook, and the key levels and trends we're watching as investors look ahead.

07/17/2026

In this video, we break down the healthy bull market rotation taking place beneath the surface, with a special focus on semiconductor stocks. We highlight the key support levels we're watching and explain why they could determine the market's next move. There are several important signals developing right now that investors should be paying close attention to—don't miss what we're watching.

07/16/2026

Inflation remains one of the most important market drivers, especially amid the ongoing conflict involving Iran. While investors debate what the Federal Reserve will do next, this video breaks down the latest CPI inflation data, analyzes what the numbers are telling us, and explains what the market is currently expecting for interest rates and the broader economy.

07/08/2026

In this video, we break down the latest price action in gasoline as prices surge following the collapse of the ceasefire with Iran. We'll examine the key drivers behind the move, why the rally may not be over, and what it could mean for consumers, energy markets, and investors going forward.

🎉 Big news — please help us welcome Natalie Yaksick CRPC® to the Perspective Wealth Planning family!With over 30 years o...
07/07/2026

🎉 Big news — please help us welcome Natalie Yaksick CRPC® to the Perspective Wealth Planning family!

With over 30 years of experience, Natalie guides her clients through retirement, income planning, and wealth transfer with genuine care and a personalized approach that always keeps their best interests front and center. She's a Penn State grad, a proud longtime Pittsburgh resident, and a devoted dog lover. 🐾

We couldn't be more excited to have her on board. Welcome, Natalie! 👏

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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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