NOTE - We are meeting in our physical office, over the phone, or virtually via GoToMeeting. We have all been vaccinated and we test regularly. At Pendleton Financial Wealth Management, your goals and objectives come first. We work alongside you as a retiree, pre-retiree, retirement plan, or business owner to help realize your goals and objectives by identifying what is most important to you.
We then design smart, long-term and diversified investment strategies built within a comprehensive financial planning process. We are always looking for the most cost-efficient, high-value ways to manage your money. We are fiduciaries, meaning we have to put the interests of our clients above our own interests.
We then design smart, long-term and diversified investment strategies built within a comprehensive financial planning process. We are always looking for the most cost-efficient, high-value ways to manage your money. We are fiduciaries, meaning we have to put the interests of our clients above our own interests.
Services
Our first priority is helping you take care of yourself and your family. We want to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our success. Our foundation is that of a CFP(R) CERTIFIED FINANCIAL PLANNER professional.
Retirement specialists helping retirees, pre-retirees, retirement plans and business owners achieve financial success. We are nothing if we are not trustworthy. Trustworthiness is at the core of who we are and what we do. Below are the three essential ingredients of being trustworthy that we integrate into our daily lives.
Gray assists you, your business, and your family with comprehensive financial planning and innovative, tax-efficient and effective investment strategies. Brenda is a Business Management graduate of the University of Tennessee. She brings a diverse background from the medical and banking fields to our business model.
Security of your investments is the starting point for long term success. While investments will fluctuate with the markets, we utilize a third-party custodian to guarantee the safekeeping of your assets. Our client's investments are also protected through SIPC, the Securities Investor Securities Corporation.
Reviews (3)
Laura
Oct 07, 2019
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Gray and his team have helped our family on a variety of complex issues. He has helped establish a trust along with our CPA and attorney. Along with coordinating the setup, he has managed the investments of the trust and grown the money over time. He continues to help our family in a variety of different ways. His new seminar series for clients and proactive communication have been great.
Owen Hayden
Jul 13, 2019
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Gray and Gary provide outstanding professional advice and best financial practices not only for myself and my friends but also for my clients and business contacts.
What once started many years ago as a professional business relationship has now turned Pendleton Financial into trusted friends and advisors.
I highly recommend PF for all your personal and professional financial wellness needs!
Owen Hayden
Sales Manager
ADP
What once started many years ago as a professional business relationship has now turned Pendleton Financial into trusted friends and advisors.
I highly recommend PF for all your personal and professional financial wellness needs!
Owen Hayden
Sales Manager
ADP
J. K.
Jul 02, 2019
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