Meet Our Team
As a Pence Wealth Managment client, you will have a team of professionals dedicated to helping you achieve your goals, so you’ll be able to get help whenever you need it. Together, we will help you navigate the complex, confusing, and always-changing world of financial services, providing you with the appropriate advice you need to pursue your financial goals.
Your team will be made up of a range of these professionals, according to your needs. Typically, this will include:
Portfolio managers who monitor and balance your portfolio.
Financial planners with years of experience to create your personalized financial plan.
A service and relationships management team who will be there to answer any questions you have.
The Investment Committee, our team that is dedicated to monitoring performance and researching opportunities.
LEARN MORE ABOUT US
Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
LPL Financial was founded with a vision to help financial advisors establish successful businesses.
Request An Appointment
At Pence Wealth, we believe that good financial decisions don’t have to be confusing.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
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.
