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About Us
Our Story
Why We’re Different
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Team

David Matulewicz

David Matulewicz

Founding Partner

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Brian Stephenson

Brian Stephenson

Founding Partner

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David P. Griffith, CPA, CFP®

CPA, CFP®

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big-Janet Black Stone Partners

Janet Rzewnicki

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Peter Quigley

Senior Financial Advisor

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224 East Street Rd. Office B2AB
Kennett Square PA 19348
Office: (484) 893-4599
Fax: (484) 893-4598
info@holosiw.com

Latest Articles

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Why You Need an Evolving Financial Plan

3 Tips for Evaluating Portfolio Performance

Giving Back During the Holidays

Should You Make Early Withdrawals from Your 401(k)?

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Holos Integrated Wealth provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Holos Integrated Wealth is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Investment advice is offered through Holos Integrated Wealth, LLC, a SEC-registered investment adviser. Insurance and annuity products are offered separately through Delta Consulting Partners, LLC. Please note that Holos Integrated Wealth and its representatives do not give legal advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. Ther specific tax consequences of any investment or strategy will depend on your specific tax situation. This information is not intended to be used as the only basis for investment decisions, nor should it be construed as advice designed to meet your particular needs.

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