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.