How can we help?
WHO WE ARE
One of the most important things we do is to help you develop a crystal clear vision of your dreams. Our advisors have worked closely with clients to discuss, learn, analyze and understand their various needs, goals, and aspirations. Learn more about Pence Wealth Management.
WHAT WE DO
Pence Wealth Management is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. By broadening our clients’ options with a wide array of opportunities, we use our expertise to provide creative and customized strategies for their financial planning needs.
Our skilled professionals are focused on creating strategies that seek to ensure your long term success.
We can help you to build an overall wealth strategy that helps you to plan for the future you want.
Our investment management services help you to put practical plans into place today for pursuing tomorrow’s dreams.
We can guide you through the process of estate planning staffed with experienced professionals in this field.
Our focus is to help you empower your impact and help you select the best course for your philanthropic activity.
JOIN OUR EVENTS
We invite our clients and members of the community to join our upcoming events, where we work hard to ensure you have the latest information on critical issues that impact you, your family, and your financial future.
An opportunity to learn more about our process, which is our specialized method of building customized strategies.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
Join us as we enjoy a delicious meal together while discussing the issues that matter to you with a distinguished guest speaker.
Explore our upcoming events so you don’t miss out on valuable resources and opportunities.
SUBSCRIBE TO OUR EVENT UPDATES
Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.
Barron’s – Top 50 Private Wealth Teams 2019 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Forbes – BEST-In-STATE Wealth Advisors 2020 and Top 250 Women Wealth Advisors 2020, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Barron’s Hall of Fame 2019 – Advisors appearing in the rankings have answered 100-plus questions about their practices in our annual survey. The questionnaire addresses a wide range of data points, including the assets the advisors oversee, the revenue they collect on those assets, the industry designations they possess, their regulatory records, the length of time they’ve been in the industry, their charitable and philanthropic work, the investment vehicles they use to allocate assets, the sizes and shapes of their teams, and more.