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WhartonHill Investment Advisors

WhartonHill Investment Advisors
2008 FOUNDED
5 EMPLOYEES
Description

Since 2008, WhartonHill Investment Advisors has been committed to providing independent and unique financial advice to selected individuals, families and institutions. The firm provides comprehensive investment management of portfolios for wealthy individuals and families, foundations, endowments, trusts and small businesses. The firm consults its clients on 3 primary areas such as estate planning, tax planning and insurance.

Year Founded
2008
Service Provider Type
Other Consultant Type
Primary Office
  • 451 South Bethlehem Pike
  • Suite 210
  • Fort Washington, PA 19034
  • United States

+1 (215) 000-0000
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WhartonHill Investment Advisors Investment Preferences

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WhartonHill Investment Advisors Team (5)

Name Title Deals Office Contact
Info
Frank Rutan IV Founder & Managing Partner Fort Washington, PA
Marilyn Winiecki Chief Administrative Officer & Partner Fort Washington, PA
Tim Hussar Chief Investment Officer & Partner Fort Washington, PA
Clark Stossel Director Of Client Relations & Partner Fort Washington, PA
Shawn Capper Principal Fort Washington, PA