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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
More
  • 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
  • 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

Polley Wealth Management's Digital Portfolios utilizes the latest in digital technology to deliver a better client experience.  Digital Portfolios is an automated investing platform designed to help investors reach the financial goals that are important to them.

Here's What You Get

Individualized Portfolio

Individualized Portfolio

Individualized Portfolio

Low-cost portfolios designed to meet each client's specific objectives

Easy to Use Dashboard

Individualized Portfolio

Individualized Portfolio

A simple and intuitive client interface including performance reporting

Notifications

Individualized Portfolio

Notifications

Live updating of financial goals and progress reporting

Expert Advice

Officially Backed

Notifications

Regular electronic communication from Polley Wealth Management

Automation

Officially Backed

Officially Backed

Automated management of your investment portfolio

Officially Backed

Officially Backed

Officially Backed

Assets custodied at Betterment

Are you ready to experience the next level in Robo Advice?

Polley Wealth Management's Digital Portfolios

Getting Started is Easy

Start Here

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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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