Highly recommend Wharton Wealth Planning. You are in the hands of a very experienced money manager, who is not cookie cutter in his approach, and takes a holistic view of our portfolio. He has guided us for many years through good and bad economic conditions. He considers all aspects of our short - and long-term goals and needs while keeping focus to reduce taxes and risks. We realized immediate benefit from the concentration in the portfolio relative to our previous money manager. He is very smart (MBA from Wharton) and is also a CFP, which gives him the knowledge to guide us in any personal financial situation. He listens, is easy to work with, and is very responsive.

I have known David and his success in managing money for years. Not only is David incredibly smart and skilled at what he does but he also acts with the highest ethical standards and is kind and responsive. I have not hesitated to recommend David to my friends and to my elderly mother after my stepfather passed away last fall. David has been very patient spending time explaining everything to my mother and he has walked her through all phases of setting up her account. He also regularly updates her and is extremely responsive when she has any questions. Every time she talks to him she feels reassured and knows that her money is in the most capable hands.

I have been dealing with David Rosenstrock at Wharton Wealth for the last seven years as he manages my elderly mother's portfolio. Prior to finding Wharton Wealth, my mother's assets were with a large national firm that churned her account repeatedly and produced lots of bills but not much capital appreciation. Now my mother gets positive returns every year. Managing a senior's financial wellbeing can be dicey as they age because of risk tolerance, time horizon, and estate planning related issues. My mother has a trust and has always wanted to leave money for her three children as inheritance. I found Mr. Rosenstrock to be an excellent listener and very knowledgeable about market history and performance, as well as other retirement topics. On a personal note, what I like best is that he is extremely conscientious about returning calls and emails quickly. For me, that's a big deal and very convenient versus previous experiences I have had with other advisors.