To Learn More about the Financial Planning process, please visit the CFP Board Website: http://letsmakeaplan.org
Matt has a BS Degree from Villanova University and an MBA from Fordham University. In addition, Matt is a Certified Financial CFP®, having earned the designation in 1998. Matt grew up in Paoli, PA and now resides in Wayne, PA.
Cathy has a BS Degree in Mathematics from Pennsylvania State University. Cathy resides in Phoenixville, PA with her husband and family.
Godshalk Welsh Capital Management, Inc.
170 N. Radnor Chester Road, Suite 100
Radnor, PA 19087
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Godshalk Welsh Capital Management, Inc. (“GWCM”) is an SEC registered investment adviser located in Radnor, Pennsylvania. GWCM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which GWCM maintains clients. GWCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. GWCM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GWCM’s web site on the Internet should not be construed by any consumer and / or prospective client as GWCM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GWCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GWCM, please contact the SEC or the state securities regulators for those states in which GWCM maintains a notice filing. A copy of GWCM’s current written disclosure statement discussing GWCM’s business operations, services, and fees is available from GWCM upon written request. GWCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GWCM web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this web site. Godshalk Welsh Capital Management, Inc. is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Godshalk Welsh Capital Management, Inc. provides investment advisory services for your account. Schwab has agreements with Godshalk Welsh Capital Management, Inc. under which Schwab provides Godshalk Welsh Capital Management, Inc. with services related to your account. Schwab does not review the Godshalk Welsh Capital Management, Inc. web site, and makes no representation regarding the content of the site. The information contained in the Godshalk Welsh Capital Management, Inc. web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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