Corporate Responsibility2020-05-28T22:49:29-07:00


When we invest, we are not only investing in financial outcomes, but also for the greater good of our communities. Ultimately, these values inform and influence human behavior—which, over time, profoundly shapes the world we live in.

As investors, you have an opportunity to create a better world by being thoughtful about where you choose to invest your money, energy and influence. The choices we make today become the world we live in tomorrow, and the world we leave behind for those who follow behind us.

At Pence Wealth Management, we believe that the world we leave behind is our legacy. As a family owned firm, we are committed to a simple creed: everything we do reflects not only the values we share as a family, but also the principles that are important to our clients.

Our corporate responsibility commitment is built on three pillars: Diversity and Inclusion, Community Engagement and Philanthropy. We believe these values are drivers of the greatest good and taken together, help make us better investors, corporate citizens, and wiser stewards of the next generation of innovation and wealth.


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Although we come from many different places we share alike a commitment to excellence and openness. 

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Our community involvements bring value to employees, by creating a positive company culture.

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We want to be sure our actions and our client’s actions have a lasting impact.  

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We help you work towards greater independence while making a difference.

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Over a third of our team members are either veterans or have a family member who serves.

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