Wealth Advisory Services LLC

Wealth Advisory Services LLC is a financial planner in Worcester, MA, serving individuals and families with personalized investment and wealth management strategies. The firm specializes in retirement planning, estate strategy, tax planning, and lifestyle-focused financial guidance, helping clients align their finances with long-term goals. With a foundation built on transparency and client-centric service, the firm emphasizes one-on-one collaboration and a deep understanding of each client’s unique risk tolerance and life objectives. Though headquartered in Doylestown, PA, the firm extends its services to clients in the Worcester area, maintaining a strong reputation supported by a 5.00 rating and positive reviews.

The firm was founded in 2003 by Paul Krumenacker and David Jenkins, who each brought over two decades of experience from a major Wall Street investment firm. Their decision to establish an independent company stemmed from a desire to prioritize personal service and integrity over the transaction-driven model of large financial institutions. Wealth Advisory Services operates as an independent investment company with a focus on client-driven outcomes, leveraging the resources of LPL Financial to deliver comprehensive, technology-enabled planning tools and research. The team emphasizes behavioral finance, sustainable investment strategies, and ongoing education to empower clients in making informed financial decisions.

The business is located on Park Ave in Worcester, MA, situated just a short walk from Salisbury Park and the Human Chess Board, a notable public artwork. It lies approximately 0.1 miles from The UPS Store, a local post office, and is near Highland Street, a major thoroughfare. The proximity to Park Avenue and nearby green spaces underscores its accessible location within the city’s central corridor.

The firm’s 5.00 rating reflects consistent client satisfaction, built on personalized service, clear communication, and a commitment to long-term financial well-being. With a strong foundation in experience and integrity, Wealth Advisory Services stands as a trusted partner for those seeking thoughtful, individualized financial planning in Worcester.