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Shute Battaglia Wealth Advisors

  •  Phone: (814) 235-2708
  •  Toll Free: (800) 445-3808
  •  Fax: (888) 874-7344

Shute Battaglia Wealth Advisors

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  • About Us 
    • Our Team
    • Our Philosophy
    • Our Process
    • Our Fiduciary Responsibility
  • Personal Services 
    • Our Services
    • Managing Your Finances
    • Investments
    • Asset Allocation
    • Retirement Planning
    • Charitable Giving
    • Insurance
  • Business Services 
    • 401(k) and 403(b) Plans
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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

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About Us

Meet our team and learn what makes us different.

 

Personal Services

Financial planning for individuals and families.

 

Business Services

Customized planning for small to mid-sized businesses.

 

Resources

Relevant information about what’s going on in the industry.

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Our Approach

At Shute Battaglia Wealth Advisors, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.  The foundation of our business is built on trust.  Our advice, recommendations and investment portfolios will be objective and independent and will be based solely on what is best for you.

We strive to be of service to you and look forward to helping you focus on your goals, plans and dreams.  Our objective is to deliver the highest quality of service and responsiveness to your needs with the goal of exceeding your expectations.


Learn more

1600 University Drive
State College, PA 16801
  • Phone: (814) 235-2708
  • Toll Free: (800) 445-3808
  •  Fax: (888) 874-7344

Securities and Investment Advisory Services offered through H. Beck, Inc./Member FINRA, SIPC/H. Beck, Inc. and Shute Battaglia Wealth Advisors are not affiliated.

We currently have representatives registered to offer securities in the States of DE, FL, GA, ID, MD, NC, NY, OH, PA, TN, and VA, and licensed to sell insurance products in the States of FL, GA, ME, NC, NJ, PA, and TN.  This is not an offer to sell or solicit securities or insurance in any other state or jurisdiction.

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