Penn Wealth Planning

Penn Wealth Planning Lisa Policare, CEO, Co-Founder; Frank Policare, Co-Founder; Patrick Trauger, Managing Partner; Chris

Penn Wealth Planning
A financial advisory practice of Ameriprise Financial Services, LLC
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Happy Birthday, Lawrence! šŸŽ‰ Another year older, wiserā€¦ and still running on coffee like itā€™s your full-time job ā˜• Hope y...
06/02/2026

Happy Birthday, Lawrence! šŸŽ‰ Another year older, wiserā€¦ and still running on coffee like itā€™s your full-time job ā˜• Hope your day is filled with good music and an extra strong cup to celebrate!

šŸŽ“ Happy 5.29 Day! 529 plans offer potential tax advantages, flexible use (college + Kā€“12), and help you stay in controlā€”...
05/29/2026

šŸŽ“ Happy 5.29 Day!
529 plans offer potential tax advantages, flexible use (college + Kā€“12), and help you stay in controlā€”making them a smart way to plan ahead. šŸ’” If youā€™re thinking about education planning, now may be a great time to get started.

https://bit.ly/4e9NWIO

This Memorial Day, we remember and honor the heroes who made the ultimate sacrifice for our freedom. As we enjoy time wi...
05/25/2026

This Memorial Day, we remember and honor the heroes who made the ultimate sacrifice for our freedom. As we enjoy time with family and friends, may we pause to reflect on their courage and service.

With tax season in the rearview mirror, Jerry dons his fisherman/dad hat with his daughters, Savannah and Skylar as they...
05/19/2026

With tax season in the rearview mirror, Jerry dons his fisherman/dad hat with his daughters, Savannah and Skylar as they reel in their very first tarpon in Key West! šŸŒ“

05/13/2026

Midterm elections donā€™t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Today we honor the mothers whose love, wisdom, and steady guidance make a lasting impact. Happy Motherā€™s Day from all of...
05/10/2026

Today we honor the mothers whose love, wisdom, and steady guidance make a lasting impact. Happy Motherā€™s Day from all of us at Penn Wealth Planning šŸ’

They say every great round starts with the right caddie. Congratulations to Kevin Trauger - Lookaway Golf Club's newest...
04/29/2026

They say every great round starts with the right caddie. Congratulations to Kevin Trauger - Lookaway Golf Club's newest bag man! ā›³

Financial lessons donā€™t have to be complicatedā€”they just have to start early. Teaching kids how to save, spend thoughtfu...
04/23/2026

Financial lessons donā€™t have to be complicatedā€”they just have to start early. Teaching kids how to save, spend thoughtfully, and plan ahead can set them up for a lifetime of confidence.
Our team is proud to share some of the lessons we pass on at home. What words of financial wisdom do you share with the next generation?

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

And baby makes three! Congratulations to Katelyn (Spinosa) and her husband, Keith, on the birth of baby Claire!
04/20/2026

And baby makes three! Congratulations to Katelyn (Spinosa) and her husband, Keith, on the birth of baby Claire!

Address

New Hope, PA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12158627080

Website

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