Read Full Article The List of OC's Women Owned Businesses Pence Wealth Management was recently listed to the Orange County Business Journal's List of Women Owned Businesses. Read Here Read our Recent
Quarterly Newsletter
Read Here We are excited to announce that the 2021
Pence Perspective 2nd Quarter Newsletter
is now available!
Read Here Watch Here Wealth Vision Our clients engage with their financial plan and their portfolios in many ways – online account access, mobile access, and our WealthVision secure custom website for each client to capture their financial plan, important documents, and enable seamless encrypted file sharing with the Pence Wealth Management team. Helping you plan for your dreams for over 30 years Watch Video We’re in the business of helping people pursue their dreams.
What’s yours?
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.
Learn More
Pence Podcast Listen To Podcast Join us and listen to the Pence Market Insight podcasts. Pence Daily Market Reports Read More Read our most recent trending headlines.
Pence Wealth Management2021-05-14T13:07:34-07:00

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Why us?Planning for Your Dreams

We are a privately-held wealth management firm with a focus on creating practical goal-based financial plans.
As an independent firm, we are able to fully focus on achieving a great outcome for our client, working closely with them to achieve a better future for them and their family.

Pence Process

Our goal-driven approach starts with the end in mind – by mapping out your future and defining your goals and dreams. This plan is a framework for future decision making, and shows how your investments will help pursue your goals and enable you to make informed decisions if your situation changes.

Experience

For over 30 years we have lived and managed through the minefields of the markets, teaching us discipline, and from discipline comes principles and a process. The Pence Principles drive how we treat our clients and how we approach investing. The Pence Process drives how we design portfolios that align with our principals and are targeted to your “Personal Index

Investment Philosophy

Investment management focusing on strategic economic analysis, investment selection, and tactical execution. Our CHOKE-POINT INVESTINGTM strategy is based upon a keen understanding of human behavior and how it delivers supply. We comprehensively research and select for our portfolios individual companies and investment vehicles we feel will stand the test of time. As an independent firm, we conduct our own proprietary research and analysis and we recommend investments from the full range of available products.

Tax Planning

We firmly believe that it’s not about how much you make, it’s about how much you keep. One of the most important aspects of your financial plan is making sure your investment management and distribution strategies are tax efficient for your personal tax situation.

Technology

Our clients engage with their financial plan and their portfolios in many ways – online account access, mobile access, and our WealthVision secure custom website for each client to capture their financial plan, important documents, and enable seamless encrypted file sharing with the PWM team.

Servant’s Heart

Every member of our team is committed to providing the best possible experience for our clients. We speak nine different languages and are proud to represent different cultures from all over the world. Our team takes pride in doing the right thing for our clients, even when it’s hard or outside the normal scope of our services.

Slide GOALS FOR YOUR DREAMS

The true value of financial planning is in what it helps you achieve.

Our goal-driven approach to finance starts with the end in mind - by mapping out your future and defining your goals and dreams, we can better create a plan that focuses on the end goal.
This plan serves as a firm framework for future decision making, showcasing exactly how your investments will help you pursue your goals and enabling you to make informed decisions if your situation changes.
Slide HOW WE SERVE
Our reputation as one of Southern California's premier financial services firms is built on the trust our clients have in us and our
never-ending dedication to rewarding that trust.

Every member of our team is committed to providing the best possible experience for our customers, and as an independent firm, we will recommend investments from the full range of available products.
Slide WHY US | OUR ADVANTAGES We are a privately-held wealth management firm with a focus on creating practical goal-based financial plans. As an independent firm, we are able to fully focus on achieving a great outcome for our client, working closely with them to achieve a better future for them and their family.
WHY US GOALS HOW WE SERVE

How can we help?

WHO WE ARE

One of the most important things we do is to help you develop a crystal clear vision of your dreams. Our advisors have worked closely with clients to discuss, learn, analyze and understand their various needs, goals, and aspirations. Learn more about Pence Wealth Management.

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Our team members have spent decades in the industry, providing financial guidance for clients like you.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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WHAT WE DO

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. By broadening our clients’ options with a wide array of opportunities, we use our expertise to provide creative and customized strategies for their financial planning needs.

FINANCIAL PLANNING

Our skilled professionals are focused on creating strategies that seek to ensure your long term success.

RETIREMENT PLANNING

We can help you to build an overall wealth strategy that helps you to plan for the future you want.

INVESTMENT MANAGEMENT

Our investment management services help you to put practical plans into place today for pursuing tomorrow’s dreams.

ESTATE PLANNING

We can guide you through the process of estate planning staffed with experienced professionals in this field.

PHILANTHROPY

Our focus is to help you empower your impact and help you select the best course for your philanthropic activity.

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OUR INSIGHTS

Providing resources which cover topics from financial planning to investment clarity.

JOIN OUR EVENTS

We invite our clients and members of the community to join our upcoming events, where we work hard to ensure you have the latest information on critical issues that impact you, your family, and your financial future.

PRIVATE BRIEFS

An opportunity to learn more about our process, which is our specialized method of building customized strategies.

CLIENT LUNCHEONS

Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

SEMINARS

Join us as we enjoy a delicious meal together while discussing the issues that matter to you with a distinguished guest speaker.

UPCOMING EVENTS

Explore our upcoming events so you don’t miss out on valuable resources and opportunities.

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SEE MORE ACCOLADES

Barron’s – Top 100 Private Wealth Management Teams 2021 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Forbes – BEST-In-STATE Wealth Advisors 2021 and Top 250 Women Wealth Advisors 2021, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Barron’s Hall of Fame 2019 – Advisors appearing in the rankings have answered 100-plus questions about their practices in our annual survey. The questionnaire addresses a wide range of data points, including the assets the advisors oversee, the revenue they collect on those assets, the industry designations they possess, their regulatory records, the length of time they’ve been in the industry, their charitable and philanthropic work, the investment vehicles they use to allocate assets, the sizes and shapes of their teams, and more.