I come from a big family. That is one of my biggest treasures in life. It helped shape me to be the person I am today. There's a special feeling that comes along with getting to know people on a deep level. Treating our clients like family is a priority for us.
Where we start: understanding what is most important to you. We work closely with families, divorcees, widows/widowers, executives and business owners.
People whose lives we impact the most are generally experiencing the following:
Major life change, divorce and separation, loss of a spouse, selling a home or business, approaching retirement, living in retirement and leaving a legacy behind.
The West Chester area is where I've spent most of my life. My wife, Nikki, and I enjoy working and living right here in the area. We are food fanatics, travel when we can and absolutely love spending time with friends and family.
I love our community! I like to stay involved with the Exton Chamber of Commerce and Kutztown University Alumni Association. I also do volunteer work with Home of The Sparrow, Chester County Food Bank and All 4 Paws Animal Rescue.
I have received the CFP® certification and the CPWA® professional designation.
If you or someone you care about would like to connect, please contact our office.
- Divorce Finances
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- History and Museums
Phone NumberRich Gostkowski at (610) 696-5039
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|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing
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