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PWM
Home
About
Insights
  • Financial Insights
  • Latest News
Services
  • Wealth Planning
  • Investment Management
  • Virtual Family Office
  • Workplace Accounts
Advisors
  • Sean Polley
  • Greg Kite
  • Ronald Greene
Client Portals
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    • Financial Insights
    • Latest News
  • Services
    • Wealth Planning
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  • Advisors
    • Sean Polley
    • Greg Kite
    • Ronald Greene
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    • Latest News
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Invest Smarter. Preserve Wealth. Live Well.

Invest Smarter. Preserve Wealth. Live Well.Invest Smarter. Preserve Wealth. Live Well.Invest Smarter. Preserve Wealth. Live Well.Invest Smarter. Preserve Wealth. Live Well.

The Pinnacle of Private Wealth Management

Start Here

Invest Smarter. Preserve Wealth. Live Well.

Invest Smarter. Preserve Wealth. Live Well.Invest Smarter. Preserve Wealth. Live Well.Invest Smarter. Preserve Wealth. Live Well.Invest Smarter. Preserve Wealth. Live Well.

The Pinnacle of Private Wealth Management

Start Here
Financial Advisor

Trusted Independence

As an independent, fiduciary financial advisor, providing you with the knowledge and resources you need to be successful is what we do best.  Without conflicts of interests and no affiliations to any bank, mutual fund company or any other institution, we’re able to deliver fully unbiased financial advice, planning, coaching and investment recommendations that solely serve your best interests. 

About Us
Investment Performance

Life-Focused Wealth Planning

We specialize in providing life-focused wealth planning, including retirement income planning, social security planning, education planning, advanced tax planning, financial and investment planning tailored to individuals and their families.  Our unique offering allows us to work with you through every stage of life.

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Financial Markets

Best-in-Class Investment Management

We utilize institutional-class money managers, often exclusive to large institutions, endowments and funds.  Through our thorough, ongoing vetting process, we collaborate with the very best-in-class for you, our clients.

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This is what you can expect when you work with a Polley Wealth Management Advisor

 

  • An advisor who cares.
  • A Life-Focused Wealth Plan.
  • A personalized investment strategy for your unique priorities.
  • Regular meetings to update your portfolio as your life and priorities change.
  • Updates on markets, economic trends and portfolio opportunities.
  • Financial advice when you need it—over the phone, by video call, at your Polley Wealth Management office.

Life Stages

Early Accumulators

Pre-Retirees and Retirees

Mid-Career Accumulators

New job. Just married. Baby. Home purchase.  When it comes to finances, you just want to know where to start and how to reach your goals.  You want technology efficient platforms and the ability to talk to an advisor who knows you, your unique situation and has the experience to guide you in the right direction. 

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Mid-Career Accumulators

Pre-Retirees and Retirees

Mid-Career Accumulators

As an established professional, you’re reaping the benefits of a flourishing career and may have kids near or at college age. Perhaps you have an advisor or have been through the financial planning process before or maybe you’ve procrastinated getting started.  Regardless, now is the time to ensure your strategy is working efficiently, or create a plan that will. 

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Pre-Retirees and Retirees

Pre-Retirees and Retirees

Pre-Retirees and Retirees

Accumulating a nest egg through savings, inheritance or other means can greatly improve your financial well-being when coupled with sound financial planning and investment management.  Right now, you may be concerned about maintaining your lifestyle, preserving what you have, and protecting yourself against unexpected risks. 

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Have Confidence In Every Life Stage

Schedule an Appointment

A relationship with Polley Wealth Management starts with a conversation.

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Don't wait. Make financial and investment planning a priority. It's never too early to get started. 

Polley Wealth Management

250 N. Orange Ave., Suite 1116, Orlando, Florida 32801, United States

PH: 407.337.1085 Toll-Free: 844.337.1116

Hours

Open today

09:00 am – 05:00 pm

Copyright © 2023 Polley Wealth Management LLC - All Rights Reserved. 

 Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser and independent financial advisory firm, headquartered in Orlando, Florida.

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