West Chester Capital Advisors, Inc. Announces Rebrand, Name Change to AmeriServ Wealth Advisors, Inc.
Rhea-AI Summary
AmeriServ Financial Bank's registered investment advisor, West Chester Capital Advisors, has rebranded to AmeriServ Wealth Advisors, Inc. The name change aims to strengthen alignment with the parent company and leverage its brand equity. The firm, with over 100 years of combined experience, offers investment management and advisory services including individual portfolio management, pension plans, and their signature Pathroad Account® portfolios. Services cater to individuals, institutions, bank and trust companies, charitable organizations, and government entities, focusing on personalized, one-on-one consultations.
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- Strategic rebranding to leverage parent company's brand equity
- Over 100 years of combined professional experience
- Diverse service portfolio including individual and institutional clients
- Parent company has 125-year operational history
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- None.
"We are excited to now be more closely aligned with our parent company. This name change enables us to capitalize on the brand equity associated with the AmeriServ name while continuing to provide investment advisory services to our clients," Frank Lapinsky, president, and CEO of AmeriServ Wealth Advisors, said.
He described the firm's performance as "our team of investment and wealth professionals brings over 100 years of assisting clients to plan for their present and future financial needs. We have a deep understanding of clients' needs, a history enabling them to identify and chart their investments goals and a strong commitment to providing an exceptional level of personal and professional service. This expertise coupled with the bank's almost 125-year history provides our clients with the reassurance and recognizability that we are committed to working with them through every stage of their financial life."
AmeriServ Wealth Advisors' investment management and advisory services range from individual portfolio management to pension and profit-sharing plans for individuals and institutions, including bank and trust companies, charitable organizations, and government entities. The firm's proactive, disciplined approach is also applied to the signature Pathroad Account® portfolios which are sponsored by AmeriServ Financial Bank and designed to produce solid long-term investment results for both equity and fixed income clients. The combined years of experience of the advisors allows for delivery of personalized services through one-on-one consultations with a local investment firm.
About AmeriServ Wealth Advisors, Inc.
AmeriServ Wealth Advisors, Inc. is an SEC-registered investment advisor with its principal place of business located in
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SOURCE AmeriServ Financial, Inc.
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