A financial professional can bring clarity, objectivity, and efficiency to your financial life. Our advisors can help keep you focused on your long-term financial goals and put you in the best position to have a good outcome. Quality financial advice can profoundly impact your financial experience and deliver value that transcends your total wealth.
• The value of an advisor goes well beyond investment selection and asset allocation.
• There is value in the time and resources required to manage one’s financial life.
• It’s hard to put a price on peace of mind.
Hiring an advisor is much like delegating other tasks to specialists. Although you may be able to do the work yourself, you can benefit from a professional’s knowledge, experience, and attention to detail, and in the process, reclaim precious time for higher-priority activities: exercise, go to my kids' soccer game, spend quiet time at home, take vacations, grow personally, improve my professional skills, enjoy my retirement, volunteer my time to worthy causes, meditate, read great books, have dinner with friends.
Working with an advisor also can make you a more knowledgeable investor, which is comparable to a personal coach helping an elite athlete fine-tune his or her skills and apply discipline in training.
Research confirms that higher levels of wealth are achieved by those who use financial planning and wealth management advisors on an ongoing basis. These investors have better savings habits and are more confident in their ability to meet their financial goals and retirement income needs.
Some of the benefits include:
One of the best decisions you can make, is to work with a qualified wealth advisor.
Polley Wealth Management is an innovative provider of wealth management and financial planning services. For over two decades, our advisors have been providing clients with sound, professional and unbiased financial advice, investment management and wealth planning.
Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand. We partner with you and utilize numerous best-in-class professionals to ensure that you benefit from the best available guidance, advice and management services. We challenge the methods in which traditional and non-traditional financial firms provide services to meet the needs of their clients.
We specialize in the creation, and protection, of wealth through comprehensive financial, insurance and retirement planning. We are independent and impartial advisors who put our clients' needs first. We are here to assist our clients as a true fiduciary, meaning, we do not have any allegiance to any bank, mutual fund company, insurance company, or any entity other than you, our client.
There is a difference when you work with us. Schedule an appointment today to see why so many are making the move to Polley Wealth Management.
Chief Executive Officer
Kenneth Sean Polley is a Chartered Wealth Manager and Master Financial Coach. Prior to founding Polley Wealth Management, for over 24 years, Sean has worked in wealth management for some of the largest financial institutions, such as J.P. Morgan, Charles Schwab and Fidelity Investments. He has been recognized in Orlando as a Top Wealth Manager and was nominated for Orlando Business Journal's Forty Under 40 in Orlando list. He has been an expert guest on television and quoted in many publications, including Reuters, New York Post, Newsday, Courier Post and NY1.
In addition to Sean's leadership experience, he specializes in building, and protecting, wealth. Sean is an independent and impartial adviser who puts his clients' needs first. His philosophy has remained unchanged through the years and that is to make what can be a complex financial planning process, straightforward and easy to understand. Sean is a lifelong learner, dedicated to improving the lives of his clients and giving them confidence in their financial future.
Sean was born and raised in Winter Park, Florida and graduated from the University of Florida on the National Dean's List with a major in Finance. He completed his Financial Coach Master Training through Dave Ramsey's Ramsey Solutions. He is a member of the National Association of Christian Financial Consultants, Kingdom Advisors and a member of Lifebridge Church in Windermere, Florida. He is blessed with the best partner in life, his wife Krisztina and an amazing son, Keaton.
Senior Wealth Advisor
Greg Kite is a Senior Wealth Advisor with Polley Wealth Management. Prior to joining Polley Wealth Management, for over 13 years, Greg has worked in wealth management for Transamerica Financial Advisors and Innovation Partners. He was also a partner and co-founder of Global Asset Management Group.
As a Senior Wealth Advisor, Greg specializes in building and protecting, wealth. As a fiduciary, Greg is passionate about serving his clients' best interests. He is a proponent of financial literacy and enjoys helping people of all ages. This philosophy has remained unchanged through the years and that is to help others make what can be a complex financial planning process, straightforward and easy to understand. Greg is an avid learner and teacher, dedicated to helping his clients reach their financial goals, reduce their financial stress and help them find greater peace of mind for their financial futures.
In 1983, Greg was the 21st pick in the first round of the NBA Draft by the Boston Celtics. As a Celtic, he played in four consecutive NBA Finals and helped Boston win the 1984 and 1986 NBA World Championships. After the Celtics, Greg played for the Clippers, Hornets and Kings and from 1990-94 with our hometown Orlando Magic.
In 1996, with his wife Jenny’s inspiration and wisdom, they founded Pathways Private School and soon after, the schools’ non-profit organization, The Gift of Learning Foundation. The school serves over 200 children from age 3 through 12th grade at its south Orlando campus. Greg serves as an officer and board member at the school.
Greg was born and raised in Houston, Texas and graduated from Brigham Young University with a Bachelor of Science degree in Exercise Science. He is a member of The Church of Jesus Christ of Latter-Day Saints in Orlando, Florida, where he has served in volunteer ministry roles throughout his life. He and Jenny, an Orlando native, met at BYU and have lived in the Orlando area since 1983. Together they have been blessed to raise 10 children and now have 16 beautiful grandchildren with #17 on the way!
Senior Wealth Advisor
Gary Preisser is a Senior Wealth Advisor with Polley Wealth Management. Prior to joining Polley Wealth Management, for over 9 years, Gary has worked in wealth management for Transamerica Financial Advisors and Advisors Excel and has 20 years of experience in taxes, accounting and small business consulting.
As a Senior Wealth Advisor, Gary specializes in building and protecting wealth. He is a fiduciary advisor who always puts his clients’ needs first. His philosophy has remained unchanged through the years and that is to help others make what can be a complex financial planning process, straightforward and easy to understand.
Gary is an Orlando native where he graduated from Dr. Phillips High School as a Valedictorian in 1993 and then graduated from Stetson University where he played baseball and was on the Dean’s List with a Bachelor of Science degree in Mathematics. He spent two years in Brazil on mission and is a father of four children. His hobbies include paddleboarding, golf, fishing, trail running and Spartan racing.