Solutions for every stage of your financial life

Are you prepared for retirement?  Find out in three easy steps….

Solutions for every stage of your financial life

Are you prepared for retirement?  Find out in three easy steps….

About Sivel Capital Management

Extensive wealth management experience — delivered with personal attention — is intended to provide our clients with confidence, knowing their Financial Advisor serves as a true partner in strengthening their families’ financial futures. Our advisors have a broad network of experts and resources, enabling them to deliver solutions designed to help build, protect, and pass on your wealth for generations to come.

WEALTH PLANNING

Integrate all facets of your wealth management needs with a customized wealth plan. We advise you every step of the way.

INVESTMENT MANAGEMENT

Build a customized investment strategy to reinforce your plan. Using goals-based planning, we develop your portfolio from a wide spectrum of risk-managed solutions.

FINANCIAL SOLUTIONS

We offer a wide variety of solutions to meet your individual circumstances and adapt to changing goals, ever changing market conditions, geo political circumstances and economic activity.

Our Core Services

Everything we do is specifically tailored to YOU and YOUR unique situation.

We are a full service wealth management firm

Strategy

Portfolio Management

We are an “active management” advisory firm versus a traditional strategic/tactical asset allocator. Our process seeks out attractive segments of the financial markets and actively manages portfolios in an effort to take advantage of these changes over time.

Our research, both technical and fundamental along with our own experience guides our investment decisions.

​We use a core portfolio methodology and then add or subtract various sectors or industries depending on market  conditions. We have the ability to utilize various strategies and allocate a  percentage of each strategy towards your individual portfolio depending on your own unique situation, risk tolerance and time horizon and of course, market conditions.

 

PLANNING

Financial Planning

We have the expertise to generate a customized financial plan that is tailored to your unique situation. Our plan, when complete will give you a clear picture of your current financial situation and a road map to get you where you want to be. As your situation changes, we can adapt and modify your plan and investments as needed.

PEACE OF MIND

Small Business Retirement Plans

Retirement solutions for the small business owner along with hands- on account management and oversight utilizing our proprietary strategies.

 

Preparedness

Estate and Insurance Planning

Asset protection and proper account structure including endowments and charitable giving. We maintain relationships with Estate and Insurance professionals to help our clients when these services are needed.

 

INVESTMENT MANAGEMENT

Retirement Planning and Account Management

Traditional and Roth IRA accounts managed via our proprietary
strategies.

 

EXPERIENCE

401K Investment Advice

We have the ability to “rollover” previous employer plans as well as manage existing 401k’s while you’re still employed.

tax-smart approach

Tax Planning

We can help streamline your tax planning and investment decisions in an effort to maximize tax efficiencies.

 

Are you ready for financial peace?

 

Sivel Capital Video Cafe’

Thanks for stopping by the Video Cafe where we often post informative investment advice and the latest market news. Check back often for Financial Advisor and Wealth Management videos.

 

Stay Connected 

Required Minimum Distributions and what are they?

Retirement plan account owners are responsible for taking a required minimum distribution (RMD) from their retirement account, annually, after the account owner turns 72 years of age.* This process can be complicated depending on the type of account and assets...

Start Planning Today!

Taking the first step to investing in your future is hard. Let's work together and take that journey together.

Sivel Capital Management, Inc.

4515 Winding Rd. New Tripoli, Pa 18066

610.220.7045

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

WEBSITE DISCLAIMER
This website is a publication of Sivel Capital Management, Inc. The firm is registered as an investment adviser and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law. You should always consult an attorney or tax professional regarding your specific legal or tax situation. 

​INVESTMENT STRATEGIES DISCLAIMER
All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that an investor's portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not guarantee better performance and cannot eliminate the risk of investment losses.