Wissahickon Wealth Management LLC

Joseph Purcell is a CFP® with 16 years of experience in the financial services industry. He has worked at Merrill Lynch and Bank of America before joining Wissahickon Wealth Management LLC in 2017. He holds a Series 66 license and is based in Philadelphia, PA. Wissahickon Wealth Management LLC is a small advisory firm serving individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on major life transitions and employs a discretionary, fundamental security-selection approach to portfolio management.

Julie Purcell is a financial advisor at Wissahickon Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Wissahickon Wealth Management since 2017. In addition to her advisory role, she is involved with Vistar Media, a software company, where she manages administrative tasks and event logistics. Wissahickon Wealth Management LLC serves individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on planning for major life transitions and offers discretionary investment management with a fundamental security-selection approach, managing approximately $51 million in assets for about 108 clients.

Tony Tran is a financial advisor at Wissahickon Wealth Management LLC with 16 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2022. Tran holds Series 63 and Series 66 licenses and is based in Philadelphia, PA. Wissahickon Wealth Management LLC serves individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on planning around major life transitions and manages discretionary portfolios tailored to client objectives, using a fundamental security-selection approach across various asset classes.