Cherry Hill Office
1800 Chapel Ave West, Suite 200
Cherry Hill, New Jersey 08002
856.488.2806
Radnor Office
150 North Radnor Chester Road
Radnor, PA 19087
Philadelphia Office
2005 Market St #4
Philadelphia, PA 19103
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Our Community

Charity

Without community the work we do is far less fulfilling. A large and meaningful impact of sound financial planning is the immediate and long term effect it can have for charitable causes and community interests where our clients live. Often there are multiple generations that will receive wealth transfer from our clients.

We are proud of our successes in this regard, but more than that we are inspired by our clients to also find productive and meaningful ways to give back to the causes and communities that allow us to do meaningful work that we’re passionate about. Ultimately we know the planning work we do with clients today could make a difference for many long after our work with that client is done.

At WealthPilot Financial we practice in our own lives what we encourage those we serve to apply in theirs'.

 


Giving back to our community is a core value at WealthPilot Financial. Each month we will be making a donation and supporting an organization that is important to us.

In recognition of our longtime client and friend, Charles Cornelio, being appointed as the Chairman of the Board of Directors at Belmont Abbey College, we will be supporting Belmont Abbey College for the month of August. Additionally, thanks to the Lincoln Foundation, we have secured a matching gift to double the impact of our donation.

Belmont Abbey College’s mission is to provide an education that will enable their students to lead lives of integrity, succeed professionally, become responsible citizens and be a blessing to themselves and others.

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Giving back to our community is a core value at WealthPilot Financial. Each month we will be making a donation and highlighting a charity that is making an important difference in the world.

In July, we are supporting Gwynedd Mercy University. Additionally, thanks to the Lincoln Foundation, we have secured a matching gift to double the impact of our donation.

Founded in 1948, Gwynedd Mercy University has a long history of helping students make a difference—in their lives and in the lives of others.

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Giving back to our community is a core value at WealthPilot Financial. Each month we will be making a donation and highlighting a charity that is making an important difference in the world.

In June, we are supporting the Devereux Foundation. Additionally, thanks to the Lincoln Foundation, we have secured a matching gift to double the impact of our donation.

Founded in 1912, Devereux is a national nonprofit partner for individuals, families, schools and communities, serving many of the most vulnerable members of our society in areas of autism, intellectual and developmental disabilities, specialty mental health, and child welfare. Devereux Advanced Behavioral Health is one of the largest and most advanced behavioral healthcare organizations in the country. They have a unique model that connects the latest scientific and medical advancements to practical, effective interventions in the treatment of behavioral health.

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Giving back to our community is a core value at WealthPilot Financial. Each month we will be making a donation and highlighting a charity that is making an important difference in the world.

In May, we supported Cardiovascular Research and Training at the Lankenau Medical Center.

Part of Main Line Health since 1985, Lankenau Medical Center has been devoted to the health and well-being of the community since 1860, with a founding mission to serve all those in need. Its continued dedication to service, compassionate patient care, and superior clinical programs make Lankenau a preferred destination for care by people throughout and far beyond the Philadelphia region.

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On May 4th, 2021, WealthPilot Financial had the honor of guest lecturing at the Drexel University Close School of Entrepreneurship. It is an annual privilege presenting to 30+ students and discussing important life lessons as well as timely subject matters. Giving back to the community, mentorship, and education are amongst our core values as a firm. It was a great day chatting with the students at Drexel!

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Financial Planning Internship

A significant element of our culture at WealthPilot Financial has been the development of our internship program. Our founders recognized that there is often a void in a student’s college curriculum around the areas of personal financial planning as well as resume development and interview skills.

Interns are tasked with building various financial reviews and presentations, and are then invited to join in client meetings to better understand the behavioral finance aspect of planning. We have proudly mentored over 220 students since the inception of this program in 2005 and have had the joy to see many achieve success in various fields. If you know of a deserving college student who might benefit from this unique experience, please contact Ryan Guss at 856-488-2876.