Videre Wealth Management

At Videre Wealth Management, our passion is helping business owners, executives and managers build a safe, secure, and stress-free retirement that they can enjoy. We are an independent wealth management firm providing clients with a conservative approach to wealth management. With more than 30 years of experience in the financial services industry, Jim prides himself in understanding what it’s like to be a business owner and a manager of people. Once our clients are done focusing so much attention on their businesses and careers, they trust us to move forward with the same level of integrity and determination on sound financial planning. We have found that an interesting thing happens to our clients along the way to retirement. They are often faced with other important decisions that come long before they receive their last paycheck. We help them through financial planning issues such as education and estate planning, as well as tax and investment management. Videre is a Latin word that means "to see" and "to see ahead," and that’s why it’s the mainstay of our company name. We look ahead. We help our clients plan their financial futures. We judge the predictive outcome of all of our clients’ financial, asset, investment, or wealth management circumstances. Whether our clients need to preserve assets, optimize cash flow, understand the market, or even find support with business succession or long-term care planning—we can help.

Address: 557 West Uwchlan Ave, Suite 240 Exton, PA 19341, USA

Phone: +1 610 458 5790
FAX: +1 610 458 5796