With our collective years of experience delivering customized wealth management and corporate retirement plan solutions to individuals, families and plan sponsors, Promus Wealth Management Group offers our clients an invaluable combination of retirement industry knowledge, multigenerational perspective and financial planning advice. Our experience has not only deepened our understanding of the current retirement landscape, but also the wealth planning concerns our clients have throughout their lifetime. It’s why we’re often their first call when they’re making the decisions that matter.
How do you sort out the fiduciary responsibilities for your employees’ retirement plan? Are you personally saving enough to live comfortably for possibly 30 years in retirement? What will your legacy be? Whether you’re focused on improving the future for your plan participants, your family, or your business, our diverse team has the insight, resources and passionate commitment to help you manage today’s financial realities. We will customize your planning strategy and shape your future with confidence.
Will you be retirement ready?
Why individual clients choose us
Why we’re chosen by forward-thinking private clients.
Our team uses a goals-based planning approach based on three key financial objectives we call the “Liquidity, Longevity and Legacy.” We believe this planning framework can help you make important decisions for pursuing what matters most today, tomorrow and for generations to come.
Our 3Ls approach helps you invest with a sense of purpose, and most important, is designed to offer more financial and emotional security.
Liquidity. This strategy is designed to help you maintain your lifestyle.
It provides for a steady income stream for the next three years, continuously and over time—usually for general living, entertainment, taxes or purchasing a home.
Longevity. This strategy is designed to help improve your lifestyle.
It includes all of the assets you and your family will need four years from now and throughout your lifetime. It accounts for all of your retirement needs, your future earnings potential, healthcare and long-term care expenses.
Legacy. This strategy is designed to help improve the lives of others.
Legacy assets include those you’ve earmarked for giving to family and philanthropic organizations—either now or in the future. This strategy serves as a guide for estate planning and wealth transfer over generations.
Why retirement plan decision-makers choose us
Experience knowledge. Fiduciary focus.
Today more than ever, corporate retirement plan decision-makers need experienced advisors to help them manage their fiduciary responsibilities. Our team brings a disciplined process, adaptable solutions and tailored advice to help you manage your workload and pursue the best possible outcome for your and your employees.
Our approach to working with you is collaborative. Together, we’ll create a customized path to help you manage plan complexity and advise you on:
To help you manage all of your fiduciary responsibilities
Applying new strategies to optimize your plan
To help participants make more informed financial decisions
Daniel P. Chillemi has been recognized as an industry leader.
- Forbes America's Top Next-Generation Wealth Advisor, 2017
- UBS Top 35 Under 35, 2018, 2017, 2016, 2015