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

We bring together an elite group of specialists, in a virtual family office, who work collaboratively on your behalf to create a seamless and holistic private wealth management experience for your family and business needs.

Risk Mitigation

 Risk mitigation is a proactive strategy that identifies, evaluates, and addresses potential threats to your financial and personal well-being. These threats can range from the uncertainties of living too long without adequate retirement savings, to the dangers of dying too soon without life insurance, to the risks posed by physical accidents or theft. A well-crafted risk mitigation plan not only protects your wealth but also ensures peace of mind.


Given the complex nature of modern financial landscapes, integrating risk mitigation into your overall financial strategy is essential. This approach helps safeguard your assets, ensures continuity for your family, and maintains your quality of life. 

Wealth Management

At the core of wealth management lies financial planning. While wealth management focuses on growing and protecting wealth, financial planning lays the groundwork by mapping out a clear path toward achieving your financial goals. This includes retirement planning, tax strategies, and investment advice tailored to your unique situation.


Financial planning and wealth management work synergistically, ensuring that investments are aligned with long-term financial objectives. This integrated approach provides peace of mind, knowing that every financial decision is made with a comprehensive understanding of its impact on your overall wealth. 

Legal

Business legal services play a critical role in the lifecycle of any business. These services include entity formation, where you select the most appropriate business structure—such as a sole proprietorship, LLC, or corporation—that provides the necessary liability protection and tax benefits. 


Additionally, legal services cover mergers and acquisitions (M&A), where businesses expand or consolidate, often requiring expert legal counsel to navigate the complex regulatory and contractual landscape. 


Employment law, another vital aspect, ensures that businesses comply with laws such as the Fair Labor Standards Act (FLSA) and the Americans with Disabilities Act (ADA), thereby minimizing legal risks related to employee relations. 

Business Advisory

 Business advisory services encompass a wide range of offerings designed to help your company improve performance and achieve your strategic goals. These services include: 


  • Strategic Planning
  • Operational Improvement
  • Succession Planning
  • Growth and Expansion Strategies
  • Financial Management
  • Performance Measurement
  • Technology Transformation

Tax Planning

 Tax planning involves analyzing a financial situation to ensure maximum tax efficiency. It encompasses a range of strategies designed to minimize tax liability, optimize investments, and manage estate planning efficiently. 


 These strategies can be customized to fit your specific needs and financial situations, helping you minimize taxes and preserve wealth effectively. 


Long-Term Wealth Preservation is a Core Focus of Family Offices

We adopt strategies that look beyond short-term gains, aiming to sustain wealth across multiple generations.


This involves careful planning and structuring of investments to ensure longevity.


The goal is to create a lasting legacy that benefits future generations.


Family offices provide a comprehensive, personalized, and secure approach to wealth management.


They ensure long-term wealth preservation, educate future generations, and facilitate philanthropic efforts.


By handling the complexities of financial management, family offices allow families to focus on their broader goals and aspirations.

Contact us to discuss by phone or video, your choice, we are flexible.

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Polley Wealth Management

250 North Orange Avenue, 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 © 2025 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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