“I founded this firm, Experienced Wealth Management, because I believed that our clients deserve the best in order to achieve their goals — the best investment options, the best technology, and the best wealth management strategies. I aim to give them all of these with low fees.”
Patrick Minskey MBA, CFP, AAMS
President & Private Wealth Manager
Let's Get Started
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
With You in Mind
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our Video of the Week
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
An inside look at how marginal income tax brackets work.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How to help determine life insurance needs to provide for your family after you pass away.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.