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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
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    • Financial Insights
    • Latest News
  • Services
    • Wealth Planning
    • Investment Management
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    • Workplace Accounts
  • Advisors
    • Sean Polley
    • Greg Kite
    • Ronald Greene
  • Client Portals
  • Home
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    • Financial Insights
    • Latest News
  • Services
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Life-Focused Wealth Planning

Every client has a story and it is our responsibility to discover that story and build a plan around that story.  Our advisors are like the financial director coaching our clients through the movie of their lives.  


Financial coaches need to know where our clients want to go, the settings that the next scenes will play out in, who the supporting cast is, and ultimately, how they want this story to end.  Money is tied to this story, whether it be the story of the past, the present or the future.  


Life-Focused Wealth Planning is the foundation of what we do at Polley Wealth Management.  Throughout life we pass through many transitions and life stages.  Getting started in your career, starting a family, established in your career and starting to think about retirement planning or in retirement?  Financial planning is important and the earlier you start, the better.  


We realize that every life stage brings different priorities and challenges.  As your financial director, we coach you through every stage.    


Something that makes Polley Wealth Management different.  


Most wealth managers only work with investors that have accumulated significant investable assets that can be moved to the advisor, but what about young professionals, couples just getting married or starting a family or someone who has accumulated most of their investments in a company retirement account?  You need advice, too.  


We are here to work with you because we believe everyone should have access to the best advice.


We help clients through every stage of life because we make clients our focus, not their money.

Get Started Now
Get Started Now

 Finding the right mix of happiness, meaning and psychological richness is an ongoing process.   You might find that the emphasis you place on each shifts as you progress through various transitions in life. 

  Unbiased and Life-Focused Advice


Most traditional firms only get paid when you move your investments to their firm, which results in a conflict of interest. We believe the best way to deliver unbiased advice is to charge separate fees – one for financial planning and one for investment management.  


Let’s discuss how our premier financial planning and coaching program, called Life-Focused Wealth Planning at Polley Wealth Management can help you align, and realign, your assets to these important goals every step of the way.

Wealth Planning Services

Bronze

Bronze

Bronze

Wealth Planning 

that includes:


  • Values, Purpose & Goals
  • Personal Investment Strategy
  • Major Purchase Planning
  • Budget Planning
  • Debt Management
  • Student Loan Management


$125/month

Learn More

Silver

Bronze

Bronze

Wealth Planning 

that includes *Bronze plus:


  • Risk Management
  • Tax Planning
  • Education Funding
  • Workplace Benefits Planning
  • Retirement Planning
  • Social Security Maximization
  • Estate Planning
  • Access to independent Legal & Tax Specialists


$300/month

Learn More

Gold

Bronze

Gold

Wealth Planning 

that includes *Silver plus:


  • Cash Flow Planning
  • Asset Protection Strategies
  • Business Retirement Plans
  • Employee Benefit Planning
  • Key Person Planning
  • Valuation
  • Business Continuation Planning
  • Exit & Succession Planning
  • Legacy Planning


$750/month

Learn More

Change Your Financial Future

Learn more about our wealth Planning Services

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

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Polley Wealth Management

250 N. Orange Ave., Suite 1116, Orlando, FL 32801

PH: 407.337.1085 Toll-Free: 844.337.1116

Hours

Open today

09:00 am – 05:00 pm

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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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