Harding's Wealth Managers (HWM) is a Registered Investment Advisory firm registered with the Pennsylvania Dept of Banking and Securities. HWM is a fee based firm, and has a Fiduciary responsibility to it's clients. We do not put our clients in mutual funds as we believe that is unethical. Our clients pay us a fee to manage their investments, if we were to pass the management of those investments to a mutual fund company our clients would be paying twice for the service, hence we believe that doing such a thing is unethical. Our clients, can expect that we will be managing their assets, taking into account, risk tolerance, time horizon and client expectation of returns.
|Firm Start Year:||2002|
|Name of Broker/Dealer:||N/A|
|Name of Custodial Firm:||TD Ameritrade|
|States Licensed in:||Pennsylvania|
|Number of Years with Current Firm:||18|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Long Term Care , Life , Health|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA) , National Association of Personal Financial Advisors (NAPFA)|
|Firm's Number of Clients:||135|
|Firm's Number of Managed Clients:||135|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Compensation Methods:||Based on Assets|
|Additional Details on Charges:||Fees % is based on asset levels and can be negotiated.|
Glen Harding, owner and President of Harding's Wealth Managers (HWM), a Registered Investment Advisory firm (RIA) has been working in the investment advisory field for 18 years. HWM has been an RIA since March 2006. Glen is a former member of the South African Police Force, and spent 10 Years in the British Army as a soldier in the 1st Battalion the Black Watch (RHR) and served in Germany, Scotland, England, Northern Ireland and West Berlin. In 1990, Glen arrived on the shores of the United States, and started working for the British Information Services, on the Northern Ireland Desk. In 2000, Glen decided to further his interest in the Financial Markets, and began his career as an Investment Advisor in East Stroudsburg, PA. Glen created HWM in 2006, which is located in Gilbert, PA. Glen is married to Brigid, and lives in Lehighton, PA. He is a dog lover, and has 3, loves golf, scuba diving, traveling, gardening, cooking, and classical music.
Financial Advice & Consulting
We offer customized portfolio and investment management solutions, through TD Ameritrade, the custodian for our clients accounts.
Financial Planning for Individuals
We help individuals with planning for household budgeting, investment plan budgeting, and retirement budgeting.
Financial Planning for Businesses
We provide a variety of retirement plan solutions for Businesses and Business owners. TD Ameritrade, custodian for clients accounts, offers a unique 401 K Solution for Business and Business Owners.
|Mon.||9:00 AM - 8:00 PM|
|Tue.||9:00 AM - 8:00 PM|
|Wed.||9:00 AM - 8:00 PM|
|Thu.||9:00 AM - 8:00 PM|
|Fri.||9:00 AM - 8:00 PM|
|Sat.||9:00 AM - 5:00 PM|
|Buck Hill Falls||Catasauqua|
|Delaware||Delaware Water Gap|
|Martins Creek||Minisink Hills|
|Mount Bethel||Mount Pocono|
|Pocono Lake||Pocono Manor|
|Pocono Pines||Pocono Summit|
|Scotrun||Shawnee On Delaware|