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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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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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  2. Personal and Family Planning Services

Personal and Family Planning Services

At Shute Battaglia Wealth Advisors, our clients have worked hard over the years to accumulate their wealth. They now find themselves in need of professional guidance and help coordinating the various moving pieces of their financial lives.  The support we provide is outlined here.

Through open and honest conversations we learn what is most important to our clients now and in the future, and we create a financial roadmap to serve as the centerpiece of our relationship.  From this strong foundation, we are able to identify not only what is needed to support the plan throughout their life, such as transferring wealth to a loved one, but also when it will be needed.  This process is supported by our ongoing client interactions, meetings and exceptional service standards.

We believe helping clients coordinate all of the decisions and choices related to their financial wellbeing, both good and challenging ones, creates positive outcomes and lasting relationships.

Planning Services

  • Financial Planning
  • Pre-retirement and Post-retirement Planning
  • Investment and Wealth Management
  • Tax Planning
  • Charitable Giving
  • Estate Planning
  • Life Insurance
  • Long-Term Care Insurance

Personal Services

  • Our Services
  • Managing Your Finances
  • Investments
  • Asset Allocation
  • Retirement Planning
  • Charitable Giving
  • Insurance

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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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