As a fee-based wealth 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 and investment planning recommendations that solely serve your best interests.
We structure tailored wealth plans around individuals and their families. We specialize in providing life-focused wealth planning, including retirement income planning, social security planning, education planning and advanced tax planning. Our unique offering allows us to work with individuals and families through every stage of life.
We utilize institutional-class money managers, often exclusive to large institutions, endowments and funds. Through our thorough, on-going vetting process, we collaborate with the very best-in-class for our clients.
Just married. New job. 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 a financial advisor who knows you, your unique situation and has the experience to guide you in the right direction.
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 a financial 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.
Accumulating a nest egg through savings, inheritance or other means can greatly improve your financial well-being when coupled with sound financial and investment planning. Right now, you may be concerned about maintaining your lifestyle, preserving what you have and protecting yourself against unexpected risks.
It is never too early to get started on your financial and investment planning.
250 N. Orange Ave., Suite 1116, Orlando, Florida 32801, United States
09:00 am – 04:00 pm
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Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser