As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. As an independent firm, we have access to a wide range of unbiased financial strategies and services to help ensure that your wealth is strategically managed in line with your financial goals.
WE can help guide you along the path to-and through retirement.-. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms. Create an income plan and prepare for retirement and manage your retirement portfolio so it can last.
WE can help guide you along the path to-and through retirement.-. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms. Create an income plan and prepare for retirement and manage your retirement portfolio so it can last.
Services
Penney Wise Wealth Advisors, LLC was established in late 2012. Susan Penney and her team, however, have over 30 years of experience in the investment industry. Frustrated with large Wire House Firms which limit investment options and strategies, Susan became an Independent Financial Advisor and established Penney Wise Wealth Advisors.
At Penney Wise Wealth Advisors we take an innovative approach to money management. Our practice favors a holistic approach where we invest, manage, and provide financial advice for our clients based on a clear understanding of their entire financial background, needs and goals. We take this same approach when analyzing the local and global marketplace.
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