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Asset Management in Orange County

Asset Management in Orange County

With over 30 years of experience, our industry recognized  Team of Financial Advisors can work with you to find what important questions you will need to answer in regards to your specific asset management needs.

Our strategies are most effective for individuals with more than $250,000 to invest. Furthermore, comprehensive financial planning services are available for those with $500,000 or more.

Our Asset Management Services are:

  • Customized to meet the needs of you and your family
  • Strategic to reflect the dynamic nature of the market – and your life

We serve to make a difference in your life by executing focused financial plans which can help give you greater comfort regarding your income and wealth. Call and speak to one of our Financial Advisors in Orange County today or schedule a Complimentary Portfolio Review to learn how we can help you build a bright financial future.


Work with our Team of… Ph.D. – CFP® – CPM® – CFA – MBA

Advisors from Left to Right: Richard Sorensen, , Douglas FrazierJacqueline Moody, Laila PenceDryden Pence, Katherine Stellflue, David Karachuk, & Bill Boggs.

Schedule A Free No Obligation Portfolio Review

Accolades

 

Click to Read Accolade Disclosures

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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