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.
Many advisors focus their ideas on stocks, bonds, and mutual funds because that is all they are registered or trained to do. Yet there is an entire world of opportunities available. For those that qualify, our approach and analysis may integrate real estate investment trusts, complex trusts*, insurance, annuities, alternative investments, separately managed accounts, concentrated stock position strategies, along with normal portfolio options. By broadening our clients’ options with these opportunities, we use our expertise to provide creative and customized strategies for their financial planning needs.
The financial planning consultants at Pence Wealth Management provide access to this wide selection of opportunities because we believe better service is found in deeper relationships. We limit the families we work with, but not the work we do with the families. We try to know you better in order to serve you best.
Since 1980 our advisors have worked closely with clients to discuss, learn, analyze and understand their various needs, goals, and aspirations. One of the most important things we do is to help you develop a crystal clear vision of your dreams. Once we understand them clearly, we can embrace them, and identify all the obstacles between where you are and where you want to be. So whether your goals are to secure an adventurous retirement, pass along a family business, or leave a legacy that will support your values for generations to come, we are here to help.
We’re in the business of helping people pursue their dreams. What’s yours?
* This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.