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PWM
Home
About
Insights
  • Financial Insights
  • Latest News
Services
  • Wealth Planning
  • Investment Management
  • Virtual Family Office
Advisors
  • Sean Polley
  • Greg Kite
  • Ronald Greene
Client Portals
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The Pinnacle of Private Wealth Management

The Pinnacle of Private Wealth ManagementThe Pinnacle of Private Wealth ManagementThe Pinnacle of Private Wealth ManagementThe Pinnacle of Private Wealth Management
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The Pinnacle of Private Wealth Management

The Pinnacle of Private Wealth ManagementThe Pinnacle of Private Wealth ManagementThe Pinnacle of Private Wealth ManagementThe Pinnacle of Private Wealth Management
Start Here
Financial Advisor

True Independence

As a fee-based advisor, providing you with the knowledge and resources you need to be successful is what we do best.  Without conflicts of interests in the picture, and no affiliations to any bank, mutual fund company or any other institution, we’re able to deliver fully unbiased financial planning 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 and advanced tax 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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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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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.
  • Advice when you need it—over the phone, by video chat, at your Polley Wealth Management office.

Have Confidence In Every Life Stage

Schedule an Appointment

A relationship with Polley Wealth Management starts with a conversation.

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Polley Wealth Management

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

(844) 337-1116

Hours

Open today

09:00 am – 05:00 pm

Copyright © 2022 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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