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Pence Wealth Management is a firm dedicated to providing quality comprehensive financial management to families. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies.

About Our Firm

Pence in the Press

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Phone: 800.731.3623
5000 Birch St., Suite 8000
Newport Beach, CA 92660

Pence Wealth Management prides itself on being more than just a professional wealth management firm. We strive to provide our clients with greater comfort regarding their income and confidence regarding their wealth. Pence Wealth Management advisors have been trusted by clients and their families nationwide for 32 years. We are proud of the accolades that we receive and strive to always provide planning and asset management that makes a difference.

1   Women in Business Awards are presented annually to five outstanding professional women who have made significant contributions to their organizations, their professions and the Orange County community as determined by Orange County Business Journal judging panel.

2   Financial Times list  is based on six broad factors and calculates a numeric score for each adviser. Areas for consideration include adviser AUM, asset growth, years of experience, industry certification, Finra compliance record and online accessibility.

3   Five Star – Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of  Five Star Wealth Managers.

4   Orange County Business Journal – based on Barron’s rankings

5   Barron’s – based on assets under management, revenues the advisors generate for their firms and the quality of their practice.

6   Elite Professional Directory – based on meeting or exceeding these criteria: RIA or IAR, fee-only or fee-based, 15+ years of experience, advanced certifications held, no unresolved lawsuits or grievances, comprehensive range of wealth management & financial planning services offered, previously included on regional wealth manager listing.

7   Forbes – Advisors are selected for the Forbes Top Wealth Advisors list based on insights from SHOOK Research™, which compiles quantitative and qualitative data to rank the list of nominees. Advisors are evaluated among a variety of criteria, including their industry experience, their assets under management, and revenue generated.

All Financial Consultants at Pence Wealth Management are Registered Representatives 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 and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

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