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.

Summer is here, and we’re ready for longer days, backyard cookouts, golf outings, family vacations and a little extra su...
06/23/2026

Summer is here, and we’re ready for longer days, backyard cookouts, golf outings, family vacations and a little extra sunshine.

Happy Father’s Day to the dads, grandfathers, stepdads, father figures and mentors who show up, lead by example and help...
06/21/2026

Happy Father’s Day to the dads, grandfathers, stepdads, father figures and mentors who show up, lead by example and help shape the next generation.

Financial planning is personal. So is the community around it.At Penn Wealth Planning, we’re proud to serve clients in s...
06/19/2026

Financial planning is personal. So is the community around it.

At Penn Wealth Planning, we’re proud to serve clients in southeastern Pennsylvania throughout Bucks County, the Greater Philadelphia region, New Jersey, and across the United States with guidance rooted in real conversations, practical planning and a deep understanding of local families and businesses.

We’re looking forward to sharing more stories, insights and behind-the-scenes moments from our team.

https://bit.ly/4veEUAm

Here’s what you can expect to see from Penn Wealth Planning:Practical financial education.Local community updates.Team m...
06/17/2026

Here’s what you can expect to see from Penn Wealth Planning:

Practical financial education.
Local community updates.
Team milestones.
Event highlights.
Timely planning topics.
A little more of who we are outside the office.

https://bit.ly/4vVRODn

We’re excited to bring a more personal, local and polished approach to Penn Wealth Planning’s digital presence.Our goal ...
06/15/2026

We’re excited to bring a more personal, local and polished approach to Penn Wealth Planning’s digital presence.

Our goal is simple: share content that reflects who we are, the clients we serve and the communities we’re proud to be part of.

From practical financial education to team updates, local events and moments from life outside the office, you’ll see more of the people behind the practice.

Thanks for following along.

https://bit.ly/4fMP0no

Please join us in congratulating Amanda's son, Finley, on his graduation from Central Bucks High School East. Finley gra...
06/12/2026

Please join us in congratulating Amanda's son, Finley, on his graduation from Central Bucks High School East. Finley graduated Summa Cum Laude, reflecting the hard work, dedication, and perseverance he has shown throughout his high school years.

This fall, he will begin the next chapter of his journey at the University of Tennessee in Knoxville, where he plans to study Mechanical Engineering.

Congratulations, Finley! We wish you all the best as you begin this exciting new adventure.

Today we were treated to a gourmet BBQ (Pat Trauger style) as we showered Brett with baby gifts! He and wife, Shannon, ...
06/09/2026

Today we were treated to a gourmet BBQ (Pat Trauger style) as we showered Brett with baby gifts! He and wife, Shannon, will welcome baby Oliver in early July! We also celebrated the return of Katelyn Spinosa from maternity leave. It was a very good day. 😎

Happy Birthday, Katelyn Spinosa! 🎉 We’re thrilled to have you back with us—your energy and organization have been missed...
06/06/2026

Happy Birthday, Katelyn Spinosa! 🎉 We’re thrilled to have you back with us—your energy and organization have been missed! Wishing you a wonderful birthday and a year ahead filled with health, happiness, and special moments with your family.

Happy Birthday, Mac! Wishing you a year ahead filled with birdies, great rounds, and even better moments with your two f...
06/04/2026

Happy Birthday, Mac! Wishing you a year ahead filled with birdies, great rounds, and even better moments with your two favorite caddies. ⛳🎂

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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