YOUR PARTNER IN SUCCESS
As your financial advocate, your success is our success.
FINANCIAL PLANNING • INVESTMENT MANAGEMENT • RETIREMENT PLAN ROLLOVER • ONGOING FINANCIAL MANAGEMENT
ABOUT POWERS CAPITAL MANAGEMENT
Since founding my practice in 2006, I have had the privilege of helping individuals and families navigate some of life’s most important financial decisions — from planning for retirement to making the most of the wealth they have worked hard to build. My focus has remained the same: delivering a level of personal attention and care that you would expect from a trusted advisor, not a large institution.
By working with a select group of clients, I am able to give each person and family the time, focus, and thoughtfulness their financial future deserves. You will always know who is managing your money, and you will always have direct access to me.
I work with a wide range of clients: working professionals who are beginning to think seriously about their retirement future, pre-retirees mapping out their final working years and retirees who want confidence and clarity in the years ahead. Wherever you are on that journey, I am here to help you move forward with a plan built specifically for you.
One of my areas of specialization is 401(k) Rollovers. Leaving a job or approaching retirement often means making critical decisions about your workplace retirement savings. I help clients understand their options, avoid costly mistakes and move their retirement assets. I handle all aspects of the rollover which can be a complicated and frustrating process for those who are not familiar with it.
Every client relationship begins with listening. I take the time to understand not just your financial picture, but your goals, your concerns, and what truly matters to you. From there, we build a strategy designed around your life, not a generic template.
ABOUT TIMOTHY J. POWERS
Tim has been working in financial services for more than 20 years. He continues to serve clients with sound financial and investment advice. His extensive knowledge and expertise in the markets has made him a go-to resource for his clients and colleagues. Tim grew up in Bryn Mawr, Pennsylvania and now resides in Conshohocken, PA with his wife, Lisa, and twin boys. Lisa also works in finance. In fact, they met while working for one of the banks, and she is now a Sr. Compliance Officer for a large private equity firm.
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©2021 Powers Capital Management All Rights Reserved
Powers Capital Management is a registered investment adviser with the States of Pennsylvania and New Jersey. Registration as an investment adviser does not imply a certain level of skill or training. This information is intended to be educational and is not tailored to the investment needs of any specific investor. Powers Capital Management does not provide tax or legal advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

