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.

Look who’s heading back to school! 🎒📚 Wishing all of our PWP kiddos a successful, exciting, and fun-filled school year!
09/02/2026

Look who’s heading back to school! 🎒📚 Wishing all of our PWP kiddos a successful, exciting, and fun-filled school year!

Today we're celebrating an incredible milestone!Please join us in congratulating Joe on 15 years with Penn Wealth Planni...
09/01/2026

Today we're celebrating an incredible milestone!

Please join us in congratulating Joe on 15 years with Penn Wealth Planning.

Double the smiles and double the fun! These two may be off duty, but they are still keeping watch over a great summer da...
08/29/2026

Double the smiles and double the fun! These two may be off duty, but they are still keeping watch over a great summer day.

We hope everyone is soaking up the last moments of summer with the people who make life extra special!

Deciding to sell your house isn’t just about timing the market.It’s also about taxes, selling costs, and what comes next...
08/27/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

It is National Dog Day, and the dogs of Penn Wealth Planning are ready for their moment.
08/26/2026

It is National Dog Day, and the dogs of Penn Wealth Planning are ready for their moment.

Earlier this month, our Operations Director, Amanda Rennie, dropped off her son, Finley at the University of Tennessee i...
08/24/2026

Earlier this month, our Operations Director, Amanda Rennie, dropped off her son, Finley at the University of Tennessee in Knoxville to begin his freshman year as a Mechanical Engineering major. Go Vols!

Always at hand. The Ameriprise app connects you with the information you need – when you need it – to help you make smar...
08/24/2026

Always at hand. The Ameriprise app connects you with the information you need – when you need it – to help you make smart, informed financial decisions. Download your free Ameriprise app today!

https://bit.ly/4pirZep

August is National Golf Month, which gives us a good excuse to share a few moments from the course.
08/22/2026

August is National Golf Month, which gives us a good excuse to share a few moments from the course.

You may be falling victim to lifestyle inflation, and it could be costing you a fortune.
08/20/2026

You may be falling victim to lifestyle inflation, and it could be costing you a fortune.

Big congratulations to Jerry Barlow for being named to the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advi...
08/19/2026

Big congratulations to Jerry Barlow for being named to the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors list! This honor celebrates advisors who help clients achieve their long-term financial goals—and that’s what drives us every day. Thank you to our amazing clients for your trust and loyalty. We’re excited to keep empowering your financial future!

https://www.ameripriseadvisors.com/team/penn-wealth-planning/team-profile/

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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