Wealth Management Dorko Wealth & Estate Planning Is Here For You

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Wealth Management in Berks County

Helping People Accomplish Their Goals

As you look toward the future and outline goals for your life – whether a new vacation home, a comfortable retirement, or leaving a lasting legacy for your family – it becomes clear that you will need a comprehensive plan to meet your objectives.

Dorko Wealth & Estate Planning can help you develop a blueprint for your financial future. Once your wealth management plan is developed, we have the tools necessary to help you make it a reality. Due to the benefits of working with an independent broker/dealer, we also have access to almost any product or service in the financial realm.

If you need wealth management services in Pennsylvania, Florida, California, Arizona or Rhode Island, turn to Dorko Wealth & Estate Planning for help. We offer a free telephone consultation to anyone interested in our services. Schedule your consultation with our wealth management team by calling (610) 957-0018.

What You Need from a Wealth Management Firm

If you want to make your financial dream a reality, Cheryl Dorko and our wealth management team will work with you to craft your financial plan focusing on your long term and short-term goals. We then provide all the financial tools to begin reaching your goals.

How Dorko Wealth & Estate Planning Can Help You

Dorko Wealth & Estate Planning is a combination of a law firm and financial planning firm located in Berks County, Pennsylvania. Since 1992, we have provided many people with wealth management and legal services. We are a fiduciary who serves you with skill, care, prudence, and diligence through a disciplined and integrated process. We are also a multi-licensed team of wealth management lawyers that collaborates with you as well as your other professional advisors. Lastly, we are a relationship-driven consultant team that takes time to understand you, your family, and the life you want to lead.

Wealth Management Services We provide

Our wealth management services based in Wyomissing, Pennsylvania can assist people with the following and more:

  • Estate, gift, and charitable planning
  • Investment advisory services
  • Risk management services
  • Alternative investments for high net worth investors
  • Deferred compensation planning
  • Coordination with your personal attorneys, investment advisors, insurance advisors, trustees, CPAs, etc.
  • Transaction analysis and coordination for the potential sale of a family business
  • Tax planning and preparation

Legal Assistance With Wealth Management

At Dorko Wealth & Estate Planning, we provide a free initial consultation to help people become more familiar with our legal and wealth management services. If you would like to learn more about what we can do for you, our Berks County wealth management team encourages you to take advantage of this risk-free opportunity.

Get in touch with us today by filling out our online contact form or calling (610) 957-0018 to speak with a wealth management team in Berks County.

Our Team
We assist families, individuals, and business owners plan for their future. explore our range of services
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Dorko Wealth & Estate Planning's Case Results

  • Successful Transfer of Ownership Business & Farm Ownership Transfer
  • Revised Property and Investment Plan for Trust Family Cottage Trust
  • Wealth Transferred to Children & Grandchildren Family Limited Partnership

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We’re Ready to Help

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Hear From Our Happy Clients

At Dorko Wealth & Estate Planning, your satisfaction is our priority! See for yourself what our clients have to say about working with us.

    "Would recommend this office"

    Contacted Jeff regarding updating our wills, creating a living trust and power of attorney. Listened to all our questions ...

    - Albert S.
    "The whole team was very helpful as we navigated an estate for a friend who passed away."

    The whole team was very helpful as we navigated an estate for a friend who passed away. The process was made easier for us ...

    - Paula M
    "...went above and beyond answering questions and concerns."

    Professional and helpful - went above and beyond answering questions and concerns.

    - Caitlin R.
    "Excellent service from Jeff Dorko"

    Excellent service from Jeff Dorko ... answered all of our questions ... took the time to address all of our "what if's" ... ...

    - Dana R.
    "I highly recommend his services for estate planning or any other legal matter."

    Mr. Dorko’s professional, knowledgeable, and caring manner made this painful transition easier for our family.

    - H.B.
    "I was very pleased with his work."

    I had to take care of my mother’s estate from halfway across the country, which I saw as a daunting effort. Because of Jeff’s compassion and professionalism, the entire process went smoothly from start to finish.

    - Craig D.
    "I have been doing business with Mr. Dorko since 2005."

    Great Service, very honest and very friendly.

    - Sal A.
    "It is a pleasure working with you and your team."

    Thank you Jeff for ensuring that all our estate plans are in order.

    - Annarose I.