How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Stephen P. Wetzel, CFP®, MBA
President
215-321-9352
Stephen P. Wetzel, CFP®, MBA is President and Chief Investment Officer of Prometheus Capital Management. He provides comprehensive financial planning and investment advice to clients from all walks of life and across a broad range...
Nicholas Wetzel, CFP®
Associate
215-321-9352
Nick M. Wetzel, CFP® is an Associate at Prometheus Capital Management. He provides comprehensive financial planning and investment advice to clients from all walks of life and across a broad range of financial circumstances.
Julie R. West
Associate
215-321-9352
James Hadaway
Chief Compliance Officer
James.Hadaway@DinsmoreComplianceservices.com
James serves as Vice President and Compliance Officer at Dinsmore Compliance Services, bringing over 20 years of experience in financial services, with a focus on broker-dealer and investment advisor compliance. He has held senior...