Blackshire Wealth Management is located at 1065 Andrew Drive, Suite 2b in West Chester, PA. We provide fee-only, fiduciary financial planning for West Chester families, corporate professionals, and QVC employees. No commissions, no conflicts.
Most financial planning firms serve a broad region from a distant office. Blackshire is genuinely local: our office is in West Chester, we serve families throughout Chester County, and we are particularly well-positioned to serve employees at QVC, SAP, and other major Chester County employers who want an advisor who understands their specific situation.
Being fee-only and fiduciary means we are paid only by our clients. No commissions, no product sales, no incentive to recommend anything other than what is actually best for you. For a full picture of how we coordinate investments, taxes, retirement income, and estate under one plan, see our guide to wealth management in Chester County.
Comprehensive financial planning covers retirement income strategy, tax planning, equity compensation, investment management, insurance review, and estate planning coordination. Our planning is coordinated and ongoing, not a one-time document that sits on a shelf. If retirement is the question on your mind, start with our dedicated page on retirement planning in West Chester.
We meet in person at our West Chester office and virtually for clients who prefer remote meetings. See our SAP employee planning page →
West Chester is the seat of Chester County. The courthouse sits on High Street, and around it grew a town of attorneys, judges, county employees, physicians, and university faculty. The County of Chester, QVC, Penn Medicine Chester County Hospital, and West Chester University are all major employers within a few minutes of the borough. That professional base shapes the planning work we do here. Pension and retirement decisions for county and university employees. Equity compensation for QVC and corporate staff. Practice income for attorneys and physicians.
One detail that trips people up: most addresses that say West Chester are not in the borough. East Goshen, West Goshen, Westtown, and East Bradford townships all carry a West Chester mailing address, and each has its own property tax bill and school district. That difference shows up in real plans, so we pay attention to it.
Pennsylvania levies an inheritance tax of 4.5 percent on assets passing to children and other direct descendants, set by statute (Pennsylvania Department of Revenue). Transfers to a surviving spouse are taxed at zero percent, and transfers to siblings at 12 percent. Families who built wealth here over decades often have more exposure than they realize. How assets are titled, and which accounts your heirs inherit, changes the bill. We build that analysis into every estate planning conversation. Estimate your family's exposure with our free inheritance tax calculator →
Plenty of national firms keep a branch office along the Route 202 corridor. Blackshire is different. 1065 Andrew Drive is our headquarters and our only office. Our founder built the firm here after a career as a Vice President at SAP, with RSUs vesting on a schedule he had to plan around. When you meet with us, you meet the people who run the firm, in the town where they built it.
Your first call is 30 minutes. An honest conversation about where you are and where you want to be.
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Not ready for a call? Start with the free Retirement Guide. No sales calls, just the guide.
Our office is at 1065 Andrew Drive, Suite 2b, West Chester, PA 19380. We are easily accessible from throughout Chester County and the surrounding area.
We specialize in corporate and tech employees with equity compensation (particularly those at QVC, SAP, AstraZeneca, and other major local employers), families approaching retirement, and high-income professionals who want a coordinated financial plan rather than a product recommendation.
Fee-only means we are paid only by our clients, never by commissions on insurance policies, annuities, or investment funds. Our fiduciary obligation requires us to act in your interest at all times. This eliminates the conflicts of interest that exist when an advisor earns more by recommending certain products.
Yes. While our office is in West Chester, we serve clients throughout Chester County, Delaware County, Montgomery County, northern Delaware, and virtually throughout the country. Many of our SAP and Vanguard clients are in the broader Delaware Valley, and we have clients in other states who work with us remotely.
We are fee-only and fiduciary. We are paid only by our clients through an advisory fee. We earn no commissions on any product or transaction. Our only incentive is to give you the best advice possible.