Wealth Management

For nearly 30 years, Dorko Wealth and Estate Planning has provided clients in Berks County and beyond with estate planning solutions. Reach out to our firm today to learn how we can help.

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 attorney by calling (610) 957-0018.

What You Need from a Wealth Management Firm

If you want to make your financial dream a reality, you need an informed advocate like Cheryl Dorko for your financial affairs who engages you in meaningful dialogue about your life and your intentions. This wealth management advisor based in Berks County, Pennsylvania should be someone who listens, observes, and collaborates with you and your other team members. After gaining this input, your advisor should generate useful advice and hold all of your conversations in strict confidence. Beyond these important factors, you also need to ensure you are getting a fair value for the fees you pay and complete transparency of costs associated with your service.

What We Are at Dorko Wealth & Estate Planning

Dorko Wealth & Estate Planning is a combination of a law firm and financial planning firm located near 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 with your estate.

What We Can Provide for People Like You

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 attorney encourage 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 attorney in Berks County.

Hear from our clients

  • I have been doing business with Mr. Dorko since 2005.

    “Great Service, very honest and very friendly.”

    - Sal A.
  • Experience, integrity, and reliability.

    “It has been very gratifying over the years to have had the experience, integrity, and reliability that Jeff Dorko and his staff have provided for my husband and me.”

    - Mary T.
  • 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.
  • 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.
  • 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" ... would highly recommend!”

    - Dana R.

success stories

Case Results
  • Revised Property and Investment Plan for Trust Family Cottage Trust
  • Successful Transfer of Ownership Business & Farm Ownership Transfer
  • Wealth Transferred to Children & Grandchildren Family Limited Partnership
YOUR PATH TO A BRIGHT FUTURE STARTS HERE Contact Our Firm Schedule your consultation with us today!