Attisano, Swartz & Associates provide wealth management to closely held businesses and high net worth individuals. Our goal is one of a client-focused, disciplined wealth preservation strategy utilizing a combination of traditional and non-traditional investments. We provide clients with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and solutions, private money management, and concentrated stock strategies.
Merrill Lynch Wealth Management - Attisano, Swartz & Associates has been a member of the Upper Bucks Chamber of Commerce since
2011.