195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Contact Us

Robert Wermuth, CLU, ChFC

 

Legacy Planning Partners
(610) 719-8600
rwermuth@legacy-online.com
228 W Gay Street
West Chester, PA  19380

 

 

Rob is a founding partner and team leader with Legacy Planning Partners.  He combines nearly 30 years of financial services experience with cutting-edge technology to deliver his clients integrated solutions to simplify their complex financial reality.   Rob and his team specialize in documenting goals and developing strategies for significant life events, including:  corporate succession planning, estate planning and establishing or managing a family foundation.  Legacy helps families understand their entire financial strategy into the future- or models the various paths available- in an effort to allow decisions to be made from a position of strength.  Through web based financial technology, clients can access daily balance information and leverage a robust organizational system as an alternative to the endless stream of documents.  This team-driven and planning-focused philosophy provides the client the education, confidence and peripheral vision necessary to make impactful decisions for their family, business partners and community.

Background
Rob earned a Bachelor of Science degree in Accounting from the Pennsylvania State University.  He holds the Charter Financial Consultant® and Chartered Life Underwriter® professional designations.

Rob and his wife Janie and their two daughters live in West Chester, Pennsylvania.  Philanthropy is a family focus.  The Wermuth family, partners, and staff of Legacy Planning Partners are extremely active with The Delaware Valley Children’s Charity.  This non-profit, co-founded by Janie Wermuth, recently celebrated 30 years of helping children and families in need throughout the Delaware Valley.

Strengths
Rob’s strengths are his ability to think into the future and his ability to show clients “how things can be” when modeling their current situation combined with new strategies for decision making purposes.

Rob has a unique sense of connectedness with his clients and their families, which proves invaluable when times are tough.  In addition, Rob delivers/ demands excellence in all aspects for his clients’ experiences and won’t settle for average.

Rob Wermuth is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. DOFU 12/2016 TN 1653529