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Financial advisory firm aims for ‘farmhouse’ feel with new $2.5M office
Last September, the owners of a local planning and wealth management firm demolished an old farmhouse to build a new home for their office building. Now, they are putting the finishing touches on their site which they say gives them a greater presence and helps put clients at ease with its relaxed and calming atmosphere.
Capital Planning Wealth Management, an independent firm in Upper Saucon Township, once occupied space a short distance away at 4647 Saucon Creek Road, also in the township, where it leased a suite in an office building for many years. With another firm growing and seeking to expand into Capital Planning’s suite, the firm decided to move.
The firm’s new home at the corner of Saucon Creek Road and Saucon Valley Road sits next to Swim-in Zone and across from the Penn State Lehigh Valley campus.