~Merry Christmas and Happy Holidays~
This Christmas we wish you a season of health and happiness spent with loved ones. Today we remember the reason for the season as one of generosity, love, and gratitude.
We hope you find time to embrace this sentiment through family traditions and cheerful celebration. Find time this break to recharge and reconnect with what matters most.
We’ve been blessed to work with you in 2022 and wish you peace and prosperity as we welcome the new year.
We, here at Pence Wealth Management, would like to introduce each member of our team’s special plans for this Holiday season. This year, we want to share our team members Holiday plans which they are eagerly looking forward to before the closing of 2022.
Click on the video and watch what Christmas will be for our team.
Thank you very much and we appreciate the privilege to be of service.
Pence Wealth Management, Inc. (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. PWM is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 7/1/2021, the total assets serviced by PWM through LPL Financial consist of over $1.8 billion in advisory and $364 million in brokerage assets.
Laila Pence is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning offered through Pence Wealth Management, a Registered Investment Advisor.
PWM and LPL Financial are separate entities.
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.
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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.
