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Penney Wise Wealth Advisors

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. 

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 the best 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 Registered Investment Advisor (RIA). As an RIA, your Wealth Advisor has an obligation to provide you with appropriate advice and always act in your best interest.  This allows you to rest assured that we are committed to acting on your behalf as a pivotal member of your wealth team.

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