Our Team

Christopher D. Ross

Managing Director |
Wealth Advisor

Perry J. Rose, CFP®

Senior Vice President |
Wealth Advisor

Douglas F. Holcomb

Senior Vice President |
Wealth Advisor

Kaley E. Kucharski

Senior Client Associate |
Operations Manager

Our Approach

Assess

As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs. We then devise a plan to support your personal goals through professional investment management and strategic planning.

Create

Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your precise situation.

Implement

Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives. We will then present our recommendations and outline the steps needed to implement your plan.

Manage

After establishing your plan, we continue to monitor its progress toward your objectives and ensure it keeps working for you through all of life’s changes, continually updating you and providing ongoing support. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.

About Raymond James

Raymond James

Independent Custodian

Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, they have grown into one of the largest independent financial services firms in the United States. We have chosen Raymond James to act as our custodian due to its strength, stability and strong industry reputation.

Community Involvement

Our northeastern Pennsylvania neighborhood is a thriving metropolitan and suburban region full of hard-working, creative, dedicated individuals. Without the support of our community, we’d be without the solid local foundation to build our successes upon.

That’s why Alliance Wealth Advisors does its very best to give back in whatever way we can. We’ve participated in local 5Ks, supported the arts and theatre programs throughout the region, and sponsored fundraising events specific to the NEPA region. In all we do, we make sure that our community’s future is as bright as our own.

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