When Bob founded Ameriwealth Retirement Services over 20 years ago, he brought with him four decades of expertise as an Independent Wealth Manager and a singular mission: to help clients secure a successful retirement free from financial worry.

Bob famously viewed himself as a Retirement Travel Guide, believing that successful investing simply required a thoughtful action plan to navigate market volatility with ease.

Bob applied that same passion and leadership to his community; founding the Upper Moreland Boys Lacrosse Club, serving as past president of the Willow Grove Rotary Club, and hosting fundraisers for Freedom Steps to support active-duty troops. Bob lived to serve others. Above all, he was a devoted family man to his wife, Teri, and sons, Ellis and Liam.

Bob’s strength, generosity, and leadership remain the cornerstone of our firm, and his legacy lives on through the many lives he touched.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.