Our Guiding Principles:
Our Purpose: To build an organization that is deeply committed to helping our community and the lives of others.
Our Vision: To change lives, strengthen our relationships, and transform the futures of others we meet.
Our Journey: To help others prosper and excel through what we do on a daily basis.
1861 Wealth Advisors is a full-service financial wealth management firm dedicated to helping our clients build wealth and protect their assets. We are united in our commitment to providing the financial solutions clients need to help them achieve their future goals. Our firm is backed by the financial strength of The Penn Mutual Life Insurance Company, which has helped individuals, families and business owners realize all life’s possibilities since 1847.
We place a high value on diversity of thought, leadership and experience which enables our Advisers to draw on a number of resources within our firm and collaborate with experts when creating strategies for a client. We recommend only those products and services that can be tailored to suit our clients' unique needs.
For more information about our firm and the services we offer, contact us today.