ABOUT US
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.
What does independent mean for you? As an independent firm, we are able to offer an array of different strategies handpicked for your best interest and with your individual wealth goals in mind.
At an independent practice you can get better options available for your financial needs and our firm is not tied down to offering only a limited number of products. This means we can focus on you and not on products.
Penney Wise is also a Investment Advisor Representative (IAR). As an IAR, your Wealth Advisor has an obligation to provide you with appropriate advice and always act in your best interest.
How To Achieve Your Financial Goals.
Assess Where You Would Like To Go
As with any journey, it begins with a single step, in the right direction. At Penney Wise Wealth Advisors, we will assess your financial goals and point you in the right direction.Recommendations
Once your financial goals are properly assessed, then we will review the financial products and discover the right vehicle to help you achieve your goals.
Execution
After we have completed the review and found the right products for you, then as a full service firm, we will put your financial decisions into action.
Management
We want to be your financial partner for life, so as new opportunities come up we will be sure to let you know what is happening in the financial market place.