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PWM
Home
About
Specialties
  • Executives
  • Business Owners
  • Health Professionals
  • Legal Professionals
  • Professional Athletes
Services
  • Wealth Planning
  • Investment Management
  • Virtual Family Office
  • Workplace Accounts
  • Faith-Based
Advisors
  • Sean Polley
  • Greg Kite
Client Portals
More
  • Home
  • About
  • Specialties
    • Executives
    • Business Owners
    • Health Professionals
    • Legal Professionals
    • Professional Athletes
  • Services
    • Wealth Planning
    • Investment Management
    • Virtual Family Office
    • Workplace Accounts
    • Faith-Based
  • Advisors
    • Sean Polley
    • Greg Kite
  • Client Portals
  • Home
  • About
  • Specialties
    • Executives
    • Business Owners
    • Health Professionals
    • Legal Professionals
    • Professional Athletes
  • Services
    • Wealth Planning
    • Investment Management
    • Virtual Family Office
    • Workplace Accounts
    • Faith-Based
  • Advisors
    • Sean Polley
    • Greg Kite
  • Client Portals

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

We specialize in serving affluent and high net worth individuals and their families

 We understand that your financial needs and goals require a unique approach, and we are here to provide you with tailored solutions that align with your aspirations and lifestyle. 

Expertise in Wealth Management

Access to Exclusive Opportunities

Expertise in Wealth Management

 Our team consists of seasoned professionals who possess extensive experience in managing the wealth of affluent and high net worth individuals. We understand the intricacies and complexities of your financial situation and can provide sophisticated strategies to optimize your investments. 

Customized Solutions

Access to Exclusive Opportunities

Expertise in Wealth Management

 We recognize that every investor is unique, and we take the time to understand your specific objectives. Whether you are seeking to preserve your wealth, grow your portfolio, plan for retirement, or create a legacy, we will develop a customized plan that aligns with your vision and priorities. 

Access to Exclusive Opportunities

Access to Exclusive Opportunities

Access to Exclusive Opportunities

 As an affluent investor, you deserve access to elite investment opportunities that are typically unavailable to the general public. Our extensive network and industry relationships enable us to offer you access to private equity, venture capital, hedge funds, and other exclusive investment vehicles that can potentially enhance your returns. 

Holistic Approach

Unparalleled Service

Access to Exclusive Opportunities

 We believe in taking a holistic approach to wealth management. Beyond investment strategies, we consider all aspects of your financial well-being, including tax optimization, estate planning, risk management, and philanthropic initiatives. Our goal is to provide you with comprehensive solutions that address your entire financial landscape. 

Unparalleled Service

Unparalleled Service

Unparalleled Service

 We prioritize providing exceptional service to our clients. We offer a high-touch, personalized experience, ensuring that your needs are met with the utmost professionalism, responsiveness, and confidentiality. Our team is dedicated to building long-term relationships based on trust, integrity, and open communication. 

Ongoing Guidance

Unparalleled Service

Unparalleled Service

 We are committed to keeping you informed and educated about market trends, investment opportunities, and wealth management strategies. Through regular communication, educational resources, and personalized advice, we aim to empower you to make informed decisions and stay on track towards achieving your financial goals. 

 If you are an affluent or high net worth investor seeking a trusted partner who understands your unique needs, we invite you to explore our services further. Contact us today to schedule a consultation and discover how we can help you navigate the complexities of wealth management with confidence and success. 

Contact Us
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 you and your family.  Our unique offering allows us to work with you through every stage of life.

Learn More
Financial Markets

Personalized 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.

Learn More

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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